Topel & Distasi Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $228 Million
  • Q2 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 22,065 shares of IWD stock, worth $4.18 Million. This represents 1.69% of its overall portfolio holdings.

Number of Shares
22,065
Previous 22,056 0.04%
Holding current value
$4.18 Million
Previous $3.95 Million 2.56%
% of portfolio
1.69%
Previous 1.75%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$169.4 - $179.05 $1,524 - $1,611
9 Added 0.04%
22,065 $3.85 Million
Q1 2024

May 06, 2024
SELL
$161.84 - $179.11 $69,267 - $76,659
-428 Reduced 1.9%
22,056 $3.95 Million
Q4 2023

Jan 12, 2024
SELL
$143.69 - $165.7 $3,161 - $3,645
-22 Reduced 0.1%
22,484 $3.72 Million
Q3 2023

Nov 06, 2023
SELL
$151.73 - $163.56 $21,242 - $22,898
-140 Reduced 0.62%
22,506 $3.42 Million
Q2 2023

Aug 07, 2023
BUY
$148.55 - $157.83 $11,735 - $12,468
79 Added 0.35%
22,646 $3.57 Million
Q1 2023

May 12, 2023
BUY
$145.2 - $161.56 $150,282 - $167,214
1,035 Added 4.81%
22,567 $3.44 Million
Q4 2022

Jan 31, 2023
BUY
$136.78 - $158.99 $4,513 - $5,246
33 Added 0.15%
21,532 $3.27 Million
Q3 2022

Nov 21, 2022
SELL
$135.99 - $161.15 $23,390 - $27,717
-172 Reduced 0.79%
21,499 $3.32 Million
Q2 2022

Aug 05, 2022
BUY
$140.99 - $168.41 $50,756 - $60,627
360 Added 1.69%
21,671 $3.14 Million
Q1 2022

Apr 21, 2022
SELL
$157.15 - $170.51 $115,033 - $124,813
-732 Reduced 3.32%
21,311 $3.54 Million
Q4 2021

Feb 23, 2022
BUY
$157.12 - $168.08 $3.46 Million - $3.7 Million
22,043 New
22,043 $3.7 Million

Others Institutions Holding IWD

# of Institutions
1,640
Shares Held
256M
Call Options Held
229K
Put Options Held
19.7K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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