Orgel Wealth Management, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$46.78 - $48.31 $300,327 - $310,150	-6,420 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$48.23 - $51.34 $7.53 Million - $8.01 Million	-156,033 Reduced 96.05%	6,420 $324,000
Q4 2019 Jan 27, 2020	BUY	$50.24 - $50.61 $3.79 Million - $3.82 Million	75,410 Added 86.64%	162,453 $8.19 Million
Q3 2019 Dec 06, 2019	BUY	$50.22 - $50.52 $236,184 - $237,595	4,703 Added 5.71%	87,043 $4.4 Million
Q3 2019 Oct 15, 2019	BUY	$50.22 - $50.52 $494,918 - $497,874	9,855 Added 13.6%	82,340 $4.16 Million
Q2 2019 Jan 28, 2020	BUY	N/A	4,630 Added 6.82%	72,485 $3.66 Million
Q2 2019 Jul 12, 2019	BUY	N/A	15,402 Added 29.36%	67,855 $3.42 Million
Q1 2019 Jan 28, 2020	BUY	N/A	5,000 Added 10.54%	52,453 $2.62 Million
Q1 2019 Apr 29, 2019	SELL	N/A	-14,788 Reduced 23.76%	47,453 $2.37 Million
Q4 2018 Jan 14, 2019	BUY	N/A	45,571 Added 273.37%	62,241 $3.05 Million
Q3 2018 Oct 11, 2018	BUY	N/A	2,205 Added 15.24%	16,670 $817,000
Q2 2018 Jul 16, 2018	BUY	N/A	1,377 Added 10.52%	14,465 $710,000
Q1 2018 Apr 25, 2018	BUY	N/A	5,842 Added 80.62%	13,088 $646,000
Q4 2017 Feb 09, 2018	BUY	N/A	131 Added 1.84%	7,246 $361,000
Q3 2017 Nov 13, 2017	BUY	N/A	1,530 Added 27.39%	7,115 $358,000
Q2 2017 Aug 10, 2017	BUY	N/A	5,585	5,585 $281,000

Others Institutions Holding ISTB

# of Institutions

388

Shares Held

57.7M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$492 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$147 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.8 Million
0.0% of portfolio

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