Orgel Wealth Management, LLC Ishares Tr Transaction History

Orgel Wealth Management, LLC

$3.62 Billion
Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 733,931 shares of IEFA stock, worth $60.3 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

733,931

Previous 735,501 0.21%

Holding current value

$60.3 Million

Previous $51.7 Million 8.48%

% of portfolio

1.55%

Previous 1.4%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$69.57 - $78.65 $109,224 - $123,480	-1,570 Reduced 0.21%	733,931 $56.1 Million
Q4 2024 Jan 15, 2025	BUY	$70.06 - $77.43 $1.64 Million - $1.81 Million	23,347 Added 3.28%	735,501 $51.7 Million
Q3 2024 Oct 17, 2024	BUY	$70.09 - $78.74 $327,180 - $367,558	4,668 Added 0.66%	712,154 $55.6 Million
Q2 2024 Jul 22, 2024	SELL	$70.77 - $76.19 $275,649 - $296,760	-3,895 Reduced 0.55%	707,486 $51.4 Million
Q1 2024 Apr 15, 2024	BUY	$68.14 - $74.43 $702,046 - $766,852	10,303 Added 1.47%	711,381 $52.8 Million
Q4 2023 Jan 11, 2024	SELL	$61.3 - $70.47 $1.48 Million - $1.71 Million	-24,205 Reduced 3.34%	701,078 $49.3 Million
Q3 2023 Oct 26, 2023	BUY	$64.04 - $69.58 $1.21 Million - $1.31 Million	18,856 Added 2.67%	725,283 $46.7 Million
Q2 2023 Jul 10, 2023	SELL	$66.03 - $69.1 $1.35 Million - $1.41 Million	-20,424 Reduced 2.81%	706,427 $47.7 Million
Q1 2023 Apr 06, 2023	BUY	$62.17 - $67.7 $315,201 - $343,239	5,070 Added 0.7%	726,851 $48.6 Million
Q4 2022 Jan 17, 2023	BUY	$52.35 - $63.65 $932,144 - $1.13 Million	17,806 Added 2.53%	721,781 $0
Q3 2022 Oct 25, 2022	BUY	$52.32 - $63.1 $26 Million - $31.4 Million	497,860 Added 241.54%	703,975 $37.1 Million
Q2 2022 Jul 13, 2022	BUY	$57.91 - $70.46 $61,326 - $74,617	1,059 Added 0.52%	206,115 $12.1 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $1.06 Million - $1.27 Million	16,791 Added 8.92%	205,056 $14.3 Million
Q4 2021 Jan 24, 2022	BUY	$72.36 - $77.76 $1.42 Million - $1.53 Million	19,641 Added 11.65%	188,265 $14.1 Million
Q3 2021 Oct 26, 2021	BUY	$72.98 - $78.2 $896,486 - $960,608	12,284 Added 7.86%	168,624 $12.5 Million
Q2 2021 Jul 23, 2021	BUY	$73.11 - $77.88 $738,557 - $786,743	10,102 Added 6.91%	156,340 $11.7 Million
Q1 2021 Apr 28, 2021	BUY	$68.58 - $73.12 $922,812 - $983,902	13,456 Added 10.13%	146,238 $10.5 Million
Q4 2020 Feb 08, 2021	BUY	$58.13 - $69.71 $527,994 - $633,175	9,083 Added 7.34%	132,782 $9.17 Million
Q3 2020 Nov 03, 2020	BUY	$57.43 - $62.28 $468,513 - $508,080	8,158 Added 7.06%	123,699 $7.46 Million
Q2 2020 Jul 31, 2020	BUY	$47.43 - $60.75 $5.48 Million - $7.02 Million	115,541 New	115,541 $6.6 Million

Others Institutions Holding IEFA

# of Institutions

2,256

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
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Orgel Wealth Management, LLC Ishares Tr Transaction History