Topel & Distasi Wealth Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 6,949 shares of XVV stock, worth $326,741. This represents 0.13% of its overall portfolio holdings.

Number of Shares
6,949
Previous 7,023 1.05%
Holding current value
$326,741
Previous $295,000 4.07%
% of portfolio
0.13%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$39.71 - $44.22 $2,938 - $3,272
-74 Reduced 1.05%
6,949 $307,000
Q1 2024

May 06, 2024
SELL
$35.72 - $40.29 $18,824 - $21,232
-527 Reduced 6.98%
7,023 $282,000
Q4 2023

Jan 12, 2024
SELL
$31.17 - $36.51 $10,597 - $12,413
-340 Reduced 4.31%
7,550 $274,000
Q3 2023

Nov 06, 2023
SELL
$32.3 - $34.83 $13,242 - $14,280
-410 Reduced 4.94%
7,890 $255,000
Q4 2022

Jan 31, 2023
BUY
$26.66 - $30.42 $6,931 - $7,909
260 Added 3.23%
8,300 $235,000
Q3 2022

Nov 21, 2022
BUY
$26.83 - $32.55 $215,713 - $261,701
8,040 New
8,040 $237,000

Others Institutions Holding XVV

# of Institutions
102
Shares Held
2.86M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

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