Topel & Distasi Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Topel & Distasi Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$106.22 - $111.09 $171,120 - $178,965	-1,611 Reduced 13.96%	9,925 $1.1 Million
Q3 2024 Nov 12, 2024	SELL	$105.92 - $110.83 $8,579 - $8,977	-81 Reduced 0.7%	11,536 $1.27 Million
Q4 2023 Jan 12, 2024	BUY	$102.12 - $107.97 $15,318 - $16,195	150 Added 1.31%	11,617 $1.25 Million
Q1 2023 May 12, 2023	BUY	$106.24 - $110.25 $1.22 Million - $1.26 Million	11,467 New	11,467 $1.26 Million

1,132

118M

16.5M

17M

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