Topel & Distasi Wealth Management, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Topel & Distasi Wealth Management, LLC

$226 Million
Q1 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 12,489 shares of XJH stock, worth $492,691. This represents 0.23% of its overall portfolio holdings.

Number of Shares

12,489

Previous 11,546 8.17%

Holding current value

$492,691

Previous $435,000 17.93%

% of portfolio

0.23%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$36.5 - $41.08 $34,419 - $38,738	943 Added 8.17%	12,489 $513,000
Q4 2023 Jan 12, 2024	SELL	$31.25 - $38.22 $2,000 - $2,446	-64 Reduced 0.55%	11,546 $435,000
Q3 2023 Nov 06, 2023	BUY	$33.4 - $37.04 $31,730 - $35,188	950 Added 8.91%	11,610 $393,000
Q2 2023 Aug 07, 2023	BUY	$32.61 - $35.62 $7,891 - $8,620	242 Added 2.32%	10,660 $379,000
Q1 2023 May 12, 2023	BUY	$32.2 - $36.99 $120,138 - $138,009	3,731 Added 55.79%	10,418 $354,000

Q4 2022 Jan 31, 2023	BUY	$32.09 - $34.91 $4,139 - $4,503	129 Added 1.97%	6,687 $219,000
Q3 2022 Nov 21, 2022	BUY	$30.28 - $35.65 $198,576 - $233,792	6,558 New	6,558 $222,000

Others Institutions Holding XJH

# of Institutions

107

Shares Held

3.04M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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Topel & Distasi Wealth Management, LLC Ishares Tr Esg Screened S&P Mi Transaction History