Orgel Wealth Management, LLC Ishares Tr Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 8,691 shares of INTF stock, worth $261,946. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,691

Previous 8,691 -0.0%

Holding current value

$261,946

Previous $273,000 8.79%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$27.37 - $29.88 $146,840 - $160,306	-5,365 Reduced 38.17%	8,691 $259,000
Q4 2023 Jan 11, 2024	SELL	$24.65 - $28.04 $4.88 Million - $5.55 Million	-197,982 Reduced 93.37%	14,056 $393,000
Q3 2023 Oct 26, 2023	SELL	$25.69 - $27.65 $2.31 Million - $2.48 Million	-89,759 Reduced 29.74%	212,038 $5.48 Million
Q2 2023 Jul 10, 2023	SELL	$25.98 - $27.24 $34.1 Million - $35.8 Million	-1,313,001 Reduced 81.31%	301,797 $8.09 Million
Q1 2023 Apr 06, 2023	BUY	$24.7 - $26.9 $1.29 Million - $1.41 Million	52,381 Added 3.35%	1,614,798 $42.8 Million
Q4 2022 Jan 17, 2023	BUY	$20.88 - $25.33 $2.16 Million - $2.63 Million	103,683 Added 7.11%	1,562,417 $0
Q3 2022 Oct 25, 2022	BUY	$20.83 - $24.99 $3.49 Million - $4.19 Million	167,660 Added 12.99%	1,458,734 $30.5 Million
Q2 2022 Jul 13, 2022	BUY	$23.22 - $27.99 $11.2 Million - $13.5 Million	484,029 Added 59.98%	1,291,074 $30.4 Million
Q1 2022 May 10, 2022	BUY	$25.58 - $29.4 $5.91 Million - $6.79 Million	231,075 Added 40.12%	807,045 $22.3 Million
Q4 2021 Jan 24, 2022	BUY	$28.11 - $30.24 $3.73 Million - $4.02 Million	132,852 Added 29.98%	575,970 $16.6 Million
Q3 2021 Oct 26, 2021	BUY	$29.02 - $30.98 $1.38 Million - $1.48 Million	47,648 Added 12.05%	443,118 $12.9 Million
Q2 2021 Jul 23, 2021	BUY	$29.11 - $31.55 $821,833 - $890,719	28,232 Added 7.69%	395,470 $11.9 Million
Q1 2021 Apr 28, 2021	BUY	$27.02 - $29.01 $1.1 Million - $1.18 Million	40,740 Added 12.48%	367,238 $10.5 Million
Q4 2020 Feb 08, 2021	BUY	$23.31 - $27.33 $223,822 - $262,422	9,602 Added 3.03%	326,498 $8.87 Million
Q3 2020 Nov 03, 2020	BUY	$22.99 - $25.05 $195,575 - $213,100	8,507 Added 2.76%	316,896 $7.7 Million
Q2 2020 Jul 31, 2020	SELL	$19.4 - $24.22 $924,972 - $1.15 Million	-47,679 Reduced 13.39%	308,389 $7.07 Million
Q1 2020 Apr 28, 2020	BUY	$17.43 - $27.44 $2.96 Million - $4.66 Million	169,719 Added 91.08%	356,068 $7.21 Million
Q4 2019 Jan 27, 2020	BUY	$24.8 - $27.18 $1.59 Million - $1.74 Million	64,012 Added 52.32%	186,349 $5.04 Million
Q3 2019 Dec 06, 2019	BUY	$25.46 - $25.97 $21,284 - $21,710	836 Added 0.69%	122,337 $3.12 Million
Q3 2019 Oct 15, 2019	BUY	$25.46 - $25.97 $111,234 - $113,462	4,369 Added 3.73%	121,501 $3.1 Million
Q2 2019 Jan 28, 2020	BUY	N/A	662 Added 0.57%	117,132 $3.08 Million
Q2 2019 Jul 12, 2019	BUY	N/A	6,562 Added 5.97%	116,470 $3.06 Million
Q1 2019 Jan 28, 2020	BUY	N/A	160 Added 0.15%	109,908 $2.89 Million
Q1 2019 Apr 29, 2019	BUY	N/A	14,076 Added 14.71%	109,748 $2.89 Million
Q4 2018 Jan 14, 2019	BUY	N/A	37,034 Added 63.16%	95,672 $2.27 Million
Q3 2018 Oct 11, 2018	BUY	N/A	5,322 Added 9.98%	58,638 $1.65 Million
Q2 2018 Jul 16, 2018	BUY	N/A	6,269 Added 13.32%	53,316 $1.47 Million
Q1 2018 Apr 25, 2018	BUY	N/A	13,599 Added 40.66%	47,047 $1.36 Million
Q4 2017 Feb 09, 2018	BUY	N/A	24,842 Added 288.66%	33,448 $965,000
Q3 2017 Nov 13, 2017	BUY	N/A	801 Added 10.26%	8,606 $241,000
Q2 2017 Aug 10, 2017	BUY	N/A	7,805	7,805 $205,000

Others Institutions Holding INTF

# of Institutions

155

Shares Held

43.3M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker INTF
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Industry ETFs

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Orgel Wealth Management, LLC Ishares Tr Transaction History