Topel & Distasi Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 121,375 shares of IJH stock, worth $7.11 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
121,375
Previous 120,611
0.63%
Holding current value
$7.11 Million
Previous $7.52 Million
0.61%
% of portfolio
3.24%
Previous 3.12%
Shares
13 transactions
Others Institutions Holding IJH
# of Institutions
2,653Shares Held
1.14BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.49 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$3.97 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$3 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.49 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.28 Billion0.2% of portfolio