Topel & Distasi Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 3,532 shares of IWR stock, worth $307,072. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,532
Previous 4,776 26.05%
Holding current value
$307,072
Previous $420,000 25.71%
% of portfolio
0.13%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$87.25 - $95.52 $108,539 - $118,826
-1,244 Reduced 26.05%
3,532 $312,000
Q3 2024

Nov 12, 2024
BUY
$79.92 - $88.19 $3,276 - $3,615
41 Added 0.87%
4,776 $420,000
Q2 2024

Aug 09, 2024
BUY
$78.66 - $83.59 $96,043 - $102,063
1,221 Added 34.75%
4,735 $383,000
Q1 2024

May 06, 2024
SELL
$75.37 - $84.09 $17,938 - $20,013
-238 Reduced 6.34%
3,514 $295,000
Q2 2023

Aug 07, 2023
BUY
$67.49 - $73.03 $2,902 - $3,140
43 Added 1.16%
3,752 $274,000
Q1 2023

May 12, 2023
BUY
$66.27 - $75.04 $1,590 - $1,800
24 Added 0.65%
3,709 $259,000
Q3 2022

Nov 21, 2022
SELL
$62.15 - $74.82 $2,175 - $2,618
-35 Reduced 0.94%
3,685 $257,000
Q2 2022

Aug 05, 2022
SELL
$62.75 - $78.76 $564 - $708
-9 Reduced 0.24%
3,720 $241,000
Q1 2022

Apr 21, 2022
SELL
$72.29 - $82.89 $2,096 - $2,403
-29 Reduced 0.77%
3,729 $291,000
Q4 2021

Feb 23, 2022
BUY
$78.41 - $85.28 $294,664 - $320,482
3,758 New
3,758 $312,000

Others Institutions Holding IWR

# of Institutions
1,535
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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