Orgel Wealth Management, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Orgel Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 26, 2023	SELL	$45.2 - $47.43 $55,234 - $57,959	-1,222 Reduced 7.65%	14,743 $667,000
Q2 2023 Jul 10, 2023	SELL	$46.98 - $48.45 $3,711 - $3,827	-79 Reduced 0.49%	15,965 $753,000
Q1 2023 Apr 06, 2023	SELL	$46.38 - $48.56 $6,400 - $6,701	-138 Reduced 0.85%	16,044 $771,000
Q4 2022 Jan 17, 2023	BUY	$45.12 - $48.04 $730,131 - $777,383	16,182 New	16,182 $0

402

62.4M

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