Topel & Distasi Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History
Topel & Distasi Wealth Management, LLC
- $234 Million
- Q4 2024
A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 24,532 shares of IWF stock, worth $9.06 Million. This represents 4.22% of its overall portfolio holdings.
Number of Shares
24,532
Previous 28,185
12.96%
Holding current value
$9.06 Million
Previous $10.6 Million
6.89%
% of portfolio
4.22%
Previous 4.39%
Shares
13 transactions
Others Institutions Holding IWF
# of Institutions
2,459Shares Held
210MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$11.3 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.88 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.55 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.63 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.29 Billion0.47% of portfolio