Topel & Distasi Wealth Management, LLC Ishares Russell 1000 Gr 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 Gr ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 29,562 shares of IWF stock, worth $11.1 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
29,562
Previous 30,283
2.38%
Holding current value
$11.1 Million
Previous $10.2 Million
5.58%
% of portfolio
4.74%
Previous 4.51%
Shares
11 transactions
Others Institutions Holding IWF
# of Institutions
2,145Shares Held
203MCall Options Held
396KPut Options Held
84.5K-
Bank Of America Corp Charlotte, NC30.2MShares$11.3 Billion0.99% of portfolio
-
Morgan Stanley New York, NY26.1MShares$9.76 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY9.53MShares$3.57 Billion0.6% of portfolio
-
Jpmorgan Chase & CO New York, NY7MShares$2.62 Billion0.22% of portfolio
-
Ubs Group Ag6.23MShares$2.33 Billion0.57% of portfolio