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

Topel & Distasi Wealth Management, LLC

$203 Million
Q3 2025

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 6,187 shares of XVV stock, worth $320,734. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,187

Previous 6,758 8.45%

Holding current value

$320,734

Previous $322,000 1.24%

% of portfolio

0.16%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$47.64 - $51.71 $27,202 - $29,526	-571 Reduced 8.45%	6,187 $318,000
Q1 2025 May 09, 2025	BUY	$42.24 - $47.29 $929 - $1,040	22 Added 0.33%	6,758 $289,000
Q4 2024 Jan 30, 2025	SELL	$43.67 - $47.04 $9,301 - $10,019	-213 Reduced 3.07%	6,736 $305,000
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

134

Shares Held

3.43M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

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