Orgel Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 7,065 shares of ITOT stock, worth $934,346. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,065

Previous 9,513 25.73%

Holding current value

$934,346

Previous $1.2 Million 24.02%

% of portfolio

0.02%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$124.26 - $134.12 $304,188 - $328,325	-2,448 Reduced 25.73%	7,065 $908,000
Q2 2023 Jul 10, 2023	SELL	$89.03 - $97.84 $2,848 - $3,130	-32 Reduced 0.34%	9,513 $930,000
Q1 2023 Apr 06, 2023	BUY	$84.12 - $93.15 $2,691 - $2,980	32 Added 0.34%	9,545 $864,000
Q4 2022 Jan 17, 2023	BUY	$79.44 - $90.48 $755,712 - $860,736	9,513 New	9,513 $0

Others Institutions Holding ITOT

# of Institutions

1,469

Shares Held

321M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

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Orgel Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History