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

Topel & Distasi Wealth Management, LLC

$241 Million
Q3 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 28,185 shares of IWF stock, worth $11.1 Million. This represents 4.39% of its overall portfolio holdings.

Number of Shares

28,185

Previous 29,562 4.66%

Holding current value

$11.1 Million

Previous $10.8 Million 1.81%

% of portfolio

4.39%

Previous 4.74%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$332.02 - $382.76 $457,191 - $527,060	-1,377 Reduced 4.66%	28,185 $10.6 Million
Q2 2024 Aug 09, 2024	SELL	$316.15 - $367.33 $227,944 - $264,844	-721 Reduced 2.38%	29,562 $10.8 Million
Q1 2024 May 06, 2024	SELL	$294.43 - $339.01 $360,971 - $415,626	-1,226 Reduced 3.89%	30,283 $10.2 Million
Q4 2023 Jan 12, 2024	SELL	$256.94 - $304.21 $146,712 - $173,703	-571 Reduced 1.78%	31,509 $9.55 Million
Q3 2023 Nov 06, 2023	SELL	$263.8 - $285.38 $268,548 - $290,516	-1,018 Reduced 3.08%	32,080 $8.53 Million
Q2 2023 Aug 07, 2023	SELL	$239.31 - $275.18 $61,741 - $70,996	-258 Reduced 0.77%	33,098 $9.11 Million
Q1 2023 May 12, 2023	SELL	$209.92 - $244.33 $839 - $977	-4 Reduced 0.01%	33,356 $8.15 Million
Q4 2022 Jan 31, 2023	SELL	$207.03 - $232.89 $36,230 - $40,755	-175 Reduced 0.52%	33,360 $7.15 Million
Q3 2022 Nov 21, 2022	SELL	$210.4 - $257.47 $259,212 - $317,203	-1,232 Reduced 3.54%	33,535 $7.57 Million
Q2 2022 Aug 05, 2022	BUY	$209.9 - $283.21 $2.99 Million - $4.03 Million	14,237 Added 69.35%	34,767 $7.6 Million
Q1 2022 Apr 21, 2022	BUY	$246.62 - $307.78 $408,156 - $509,375	1,655 Added 8.77%	20,530 $5.7 Million
Q4 2021 Feb 23, 2022	BUY	$270.99 - $309.52 $5.11 Million - $5.84 Million	18,875 New	18,875 $5.77 Million

Others Institutions Holding IWF

# of Institutions

2,217

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Topel & Distasi Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History