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 $7.23 Million. This represents 3.24% of its overall portfolio holdings.

Number of Shares

121,375

Previous 120,611 0.63%

Holding current value

$7.23 Million

Previous $7.52 Million 0.61%

% of portfolio

3.24%

Previous 3.12%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$61.68 - $67.87 $47,123 - $51,852	764 Added 0.63%	121,375 $7.56 Million
Q3 2024 Nov 12, 2024	BUY	$57.32 - $62.65 $262,239 - $286,623	4,575 Added 3.94%	120,611 $7.52 Million
Q2 2024 Aug 09, 2024	BUY	$56.43 - $60.79 $53,100 - $57,203	941 Added 0.82%	116,036 $6.79 Million
Q1 2024 May 06, 2024	BUY	$56.98 - $284.98 $5.25 Million - $26.2 Million	92,097 Added 400.46%	115,095 $6.99 Million
Q4 2023 Jan 12, 2024	BUY	$232.04 - $279.85 $63,114 - $76,119	272 Added 1.2%	22,998 $6.37 Million
Q3 2023 Nov 06, 2023	SELL	$246.15 - $272.4 $11,076 - $12,257	-45 Reduced 0.2%	22,726 $5.67 Million
Q2 2023 Aug 07, 2023	BUY	$240.22 - $261.48 $37,954 - $41,313	158 Added 0.7%	22,771 $5.95 Million
Q1 2023 May 12, 2023	BUY	$237.25 - $271.72 $175,327 - $200,801	739 Added 3.38%	22,613 $5.66 Million
Q4 2022 Jan 31, 2023	SELL	$44.74 - $257.0 $1,565 - $8,995	-35 Reduced 0.16%	21,874 $5.29 Million
Q3 2022 Nov 21, 2022	BUY	$43.85 - $263.28 $9,208 - $55,288	210 Added 0.97%	21,909 $5.48 Million
Q2 2022 Aug 05, 2022	BUY	$219.07 - $270.08 $75,141 - $92,637	343 Added 1.61%	21,699 $4.91 Million
Q1 2022 Apr 21, 2022	BUY	$251.21 - $285.37 $57,527 - $65,349	229 Added 1.08%	21,356 $5.73 Million
Q4 2021 Feb 23, 2022	BUY	$265.81 - $290.54 $5.62 Million - $6.14 Million	21,127 New	21,127 $5.98 Million

Others Institutions Holding IJH

# of Institutions

2,655

Shares Held

1.14B

Call Options Held

773K

Put Options Held

70.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Topel & Distasi Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History