Topel & Distasi Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History

Topel & Distasi Wealth Management, LLC

$234 Million
Q4 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 68,276 shares of SUSC stock, worth $1.57 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

68,276

Previous 68,457 0.26%

Holding current value

$1.57 Million

Previous $1.63 Million 4.73%

% of portfolio

0.66%

Previous 0.68%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$22.65 - $23.8 $4,099 - $4,307	-181 Reduced 0.26%	68,276 $1.55 Million
Q3 2024 Nov 12, 2024	BUY	$22.51 - $23.92 $45,425 - $48,270	2,018 Added 3.04%	68,457 $1.63 Million
Q2 2024 Aug 09, 2024	SELL	$22.25 - $22.94 $2,158 - $2,225	-97 Reduced 0.15%	66,439 $1.51 Million
Q1 2024 May 06, 2024	BUY	$22.66 - $23.29 $232,151 - $238,606	10,245 Added 18.2%	66,536 $1.53 Million
Q4 2023 Jan 12, 2024	BUY	$21.11 - $23.38 $25,838 - $28,617	1,224 Added 2.22%	56,291 $1.31 Million
Q3 2023 Nov 06, 2023	BUY	$21.72 - $22.83 $124,846 - $131,226	5,748 Added 11.65%	55,067 $1.2 Million
Q2 2023 Aug 07, 2023	BUY	$22.41 - $23.18 $3,473 - $3,592	155 Added 0.32%	49,319 $1.12 Million
Q1 2023 May 12, 2023	BUY	$22.22 - $23.44 $269,573 - $284,374	12,132 Added 32.76%	49,164 $1.13 Million
Q4 2022 Jan 31, 2023	SELL	$21.15 - $23.06 $2,389 - $2,605	-113 Reduced 0.3%	37,032 $825,000
Q3 2022 Nov 21, 2022	BUY	$21.64 - $23.92 $10,560 - $11,672	488 Added 1.33%	37,145 $817,000
Q2 2022 Aug 05, 2022	BUY	$22.68 - $25.19 $199,946 - $222,075	8,816 Added 31.67%	36,657 $849,000
Q1 2022 Apr 21, 2022	SELL	$24.73 - $27.06 $95,161 - $104,126	-3,848 Reduced 12.14%	27,841 $700,000
Q4 2021 Feb 23, 2022	BUY	$27.14 - $27.83 $860,039 - $881,904	31,689 New	31,689 $865,000

Others Institutions Holding SUSC

# of Institutions

284

Shares Held

38.4M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Topel & Distasi Wealth Management, LLC Ishares Tr Esg Aware Usd Corpo Transaction History