Orgel Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

Orgel Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$57.32 - $62.65 $20,062 - $21,927	350 Added 7.19%	5,220 $325,000
Q1 2024 Apr 15, 2024	BUY	$56.98 - $284.98 $213,276 - $1.07 Million	3,743 Added 332.12%	4,870 $295,000
Q4 2023 Jan 11, 2024	BUY	$232.04 - $279.85 $36,894 - $44,496	159 Added 16.43%	1,127 $312,000
Q1 2023 Apr 06, 2023	SELL	$237.25 - $271.72 $2,372 - $2,717	-10 Reduced 1.02%	968 $242,000
Q4 2022 Jan 17, 2023	BUY	$44.74 - $257.0 $43,755 - $251,346	978 New	978 $0

2,522

1.06B

888K

55.6K

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Orgel Wealth Management, LLC with notifications on news.