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 $8.92 Million. This represents 4.22% of its overall portfolio holdings.

Number of Shares

24,532

Previous 28,185 12.96%

Holding current value

$8.92 Million

Previous $10.6 Million 6.89%

% of portfolio

4.22%

Previous 4.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$370.24 - $418.94 $1.35 Million - $1.53 Million	-3,653 Reduced 12.96%	24,532 $9.85 Million
Q3 2024 Nov 12, 2024	SELL	$332.02 - $382.76 $457,191 - $527,060	-1,377 Reduced 4.66%	28,185 $10.6 Million
Q2 2024 Aug 09, 2024	SELL	$316.15 - $367.33 $227,944 - $264,844	-721 Reduced 2.38%	29,562 $10.8 Million
Q1 2024 May 06, 2024	SELL	$294.43 - $339.01 $360,971 - $415,626	-1,226 Reduced 3.89%	30,283 $10.2 Million
Q4 2023 Jan 12, 2024	SELL	$256.94 - $304.21 $146,712 - $173,703	-571 Reduced 1.78%	31,509 $9.55 Million
Q3 2023 Nov 06, 2023	SELL	$263.8 - $285.38 $268,548 - $290,516	-1,018 Reduced 3.08%	32,080 $8.53 Million
Q2 2023 Aug 07, 2023	SELL	$239.31 - $275.18 $61,741 - $70,996	-258 Reduced 0.77%	33,098 $9.11 Million
Q1 2023 May 12, 2023	SELL	$209.92 - $244.33 $839 - $977	-4 Reduced 0.01%	33,356 $8.15 Million
Q4 2022 Jan 31, 2023	SELL	$207.03 - $232.89 $36,230 - $40,755	-175 Reduced 0.52%	33,360 $7.15 Million
Q3 2022 Nov 21, 2022	SELL	$210.4 - $257.47 $259,212 - $317,203	-1,232 Reduced 3.54%	33,535 $7.57 Million
Q2 2022 Aug 05, 2022	BUY	$209.9 - $283.21 $2.99 Million - $4.03 Million	14,237 Added 69.35%	34,767 $7.6 Million
Q1 2022 Apr 21, 2022	BUY	$246.62 - $307.78 $408,156 - $509,375	1,655 Added 8.77%	20,530 $5.7 Million
Q4 2021 Feb 23, 2022	BUY	$270.99 - $309.52 $5.11 Million - $5.84 Million	18,875 New	18,875 $5.77 Million

Others Institutions Holding IWF

# of Institutions

2,461

Shares Held

210M

Call Options Held

404K

Put Options Held

131K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

More about IWF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Account

Topel & Distasi Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History