Topel & Distasi Wealth Management, LLC Ishares Russell 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 Russell Mid Cap ETF stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 3,532 shares of IWR stock, worth $316,114. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,532
Previous 4,776 26.05%
Holding current value
$316,114
Previous $420,000 25.71%
% of portfolio
0.13%
Previous 0.17%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$87.25 - $95.52 $108,539 - $118,826
-1,244 Reduced 26.05%
3,532 $312,000
Q3 2024

Nov 12, 2024
BUY
$79.92 - $88.19 $3,276 - $3,615
41 Added 0.87%
4,776 $420,000
Q2 2024

Aug 09, 2024
BUY
$78.66 - $83.59 $96,043 - $102,063
1,221 Added 34.75%
4,735 $383,000
Q1 2024

May 06, 2024
SELL
$75.37 - $84.09 $17,938 - $20,013
-238 Reduced 6.34%
3,514 $295,000
Q2 2023

Aug 07, 2023
BUY
$67.49 - $73.03 $2,902 - $3,140
43 Added 1.16%
3,752 $274,000
Q1 2023

May 12, 2023
BUY
$66.27 - $75.04 $1,590 - $1,800
24 Added 0.65%
3,709 $259,000
Q3 2022

Nov 21, 2022
SELL
$62.15 - $74.82 $2,175 - $2,618
-35 Reduced 0.94%
3,685 $257,000
Q2 2022

Aug 05, 2022
SELL
$62.75 - $78.76 $564 - $708
-9 Reduced 0.24%
3,720 $241,000
Q1 2022

Apr 21, 2022
SELL
$72.29 - $82.89 $2,096 - $2,403
-29 Reduced 0.77%
3,729 $291,000
Q4 2021

Feb 23, 2022
BUY
$78.41 - $85.28 $294,664 - $320,482
3,758 New
3,758 $312,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email