Topel & Distasi Wealth Management, LLC Ishares Tr Esg Advanced High Y 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 Advanced High Y stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 14,318 shares of HYXF stock, worth $669,366. This represents 0.28% of its overall portfolio holdings.

Number of Shares
14,318
Previous 14,127 1.35%
Holding current value
$669,366
Previous $668,000 1.05%
% of portfolio
0.28%
Previous 0.28%

Shares

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

Jan 30, 2025
BUY
$46.03 - $47.13 $8,791 - $9,001
191 Added 1.35%
14,318 $661,000
Q3 2024

Nov 12, 2024
BUY
$44.93 - $47.34 $29,923 - $31,528
666 Added 4.95%
14,127 $668,000
Q2 2024

Aug 09, 2024
BUY
$44.38 - $45.45 $2,041 - $2,090
46 Added 0.34%
13,461 $608,000
Q1 2024

May 06, 2024
BUY
$44.96 - $45.79 $119,863 - $122,076
2,666 Added 24.8%
13,415 $612,000
Q4 2023

Jan 12, 2024
BUY
$42.09 - $45.76 $9,133 - $9,929
217 Added 2.06%
10,749 $488,000
Q3 2023

Nov 06, 2023
BUY
$43.07 - $44.49 $41,261 - $42,621
958 Added 10.01%
10,532 $454,000
Q1 2023

May 12, 2023
BUY
$42.83 - $45.39 $118,382 - $125,457
2,764 Added 40.59%
9,574 $424,000
Q4 2022

Jan 31, 2023
BUY
$42.01 - $44.6 $2,856 - $3,032
68 Added 1.01%
6,810 $294,000
Q3 2022

Nov 21, 2022
SELL
$42.14 - $46.73 $1,306 - $1,448
-31 Reduced 0.46%
6,742 $292,000
Q2 2022

Aug 05, 2022
BUY
$43.12 - $48.58 $26,087 - $29,390
605 Added 9.81%
6,773 $295,000
Q1 2022

Apr 21, 2022
BUY
$47.28 - $51.53 $291,623 - $317,837
6,168 New
6,168 $300,000

Others Institutions Holding HYXF

# of Institutions
76
Shares Held
1.54M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG ADVANCED HIGH Y

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