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

Topel & Distasi Wealth Management, LLC

  • $203 Million
  • Q3 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 89,788 shares of IJR stock, worth $10.5 Million. This represents 5.27% of its overall portfolio holdings.

Number of Shares
89,788
Previous 87,353 2.79%
Holding current value
$10.5 Million
Previous $9.55 Million 11.76%
% of portfolio
5.27%
Previous 5.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$108.46 - $120.63 $264,100 - $293,734
2,435 Added 2.79%
89,788 $10.7 Million
Q2 2025

Aug 07, 2025
BUY
$90.56 - $109.49 $51,619 - $62,409
570 Added 0.66%
87,353 $9.55 Million
Q1 2025

May 09, 2025
BUY
$102.49 - $119.96 $57,906 - $67,777
565 Added 0.66%
86,783 $9.07 Million
Q4 2024

Jan 30, 2025
SELL
$113.92 - $127.38 $306,786 - $343,034
-2,693 Reduced 3.03%
86,218 $9.93 Million
Q3 2024

Nov 12, 2024
BUY
$105.53 - $118.34 $137,294 - $153,960
1,301 Added 1.48%
88,911 $10.4 Million
Q2 2024

Aug 09, 2024
BUY
$102.13 - $110.88 $87,014 - $94,469
852 Added 0.98%
87,610 $9.34 Million
Q1 2024

May 06, 2024
BUY
$102.35 - $110.52 $174,813 - $188,768
1,708 Added 2.01%
86,758 $9.59 Million
Q4 2023

Jan 12, 2024
BUY
$87.61 - $110.11 $136,496 - $171,551
1,558 Added 1.87%
85,050 $9.21 Million
Q3 2023

Nov 06, 2023
BUY
$92.9 - $105.16 $98,195 - $111,154
1,057 Added 1.28%
83,492 $7.88 Million
Q2 2023

Aug 07, 2023
BUY
$91.14 - $99.81 $99,251 - $108,693
1,089 Added 1.34%
82,435 $8.21 Million
Q1 2023

May 12, 2023
BUY
$92.27 - $107.68 $279,762 - $326,485
3,032 Added 3.87%
81,346 $7.87 Million
Q4 2022

Jan 31, 2023
SELL
$89.09 - $102.13 $13,274 - $15,217
-149 Reduced 0.19%
78,314 $7.41 Million
Q3 2022

Nov 21, 2022
SELL
$87.04 - $106.5 $79,293 - $97,021
-911 Reduced 1.15%
78,463 $7.84 Million
Q2 2022

Aug 05, 2022
BUY
$89.03 - $109.02 $260,946 - $319,537
2,931 Added 3.83%
79,374 $7.34 Million
Q1 2022

Apr 21, 2022
BUY
$102.32 - $116.69 $341,134 - $389,044
3,334 Added 4.56%
76,443 $8.25 Million
Q4 2021

Feb 23, 2022
BUY
$108.26 - $120.32 $7.91 Million - $8.8 Million
73,109 New
73,109 $8.37 Million

Others Institutions Holding IJR

# of Institutions
2,913
Shares Held
538M
Call Options Held
482K
Put Options Held
348K
View Full List

About ISHARES CORE S&P SM CAP ETF

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