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

Orgel Wealth Management, LLC

  • $3.85 Billion
  • Q3 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 9,513 shares of ITOT stock, worth $1.27 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,513
Previous 9,513 -0.0%
Holding current value
$1.27 Million
Previous $1.13 Million 5.85%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,378
Shares Held
303M
Call Options Held
58.9K
Put Options Held
20K
View Full List

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

ITOT Quotes by TradingView
  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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