Orgel Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Orgel Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 26, 2023	SELL	$33.21 - $37.37 $196,769 - $221,417	-5,925 Reduced 16.49%	30,001 $1.01 Million
Q2 2023 Jul 10, 2023	BUY	$32.46 - $35.52 $1.17 Million - $1.28 Million	35,926 New	35,926 $1.28 Million
Q4 2022 Jan 17, 2023	SELL	$31.03 - $35.26 $171,564 - $194,952	-5,529 Reduced 41.04%	7,944 $0
Q3 2022 Oct 25, 2022	BUY	$30.47 - $36.87 $410,522 - $496,749	13,473 New	13,473 $413,000

401

33.7M

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