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

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 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 14,889 shares of XJH stock, worth $628,166. This represents 0.26% of its overall portfolio holdings.

Number of Shares
14,889
Previous 12,476 19.34%
Holding current value
$628,166
Previous $493,000 27.59%
% of portfolio
0.26%
Previous 0.22%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$38.71 - $42.43 $93,407 - $102,383
2,413 Added 19.34%
14,889 $629,000
Q2 2024

Aug 09, 2024
SELL
$37.95 - $41.03 $493 - $533
-13 Reduced 0.1%
12,476 $493,000
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
$30.27 - $34.91 $3,904 - $4,503
129 Added 1.97%
6,687 $219,000
Q3 2022

Nov 21, 2022
BUY
$29.73 - $35.65 $194,969 - $233,792
6,558 New
6,558 $222,000

Others Institutions Holding XJH

# of Institutions
130
Shares Held
3.96M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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