Orgel Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 223,365 shares of IUSB stock, worth $10.2 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

223,365

Previous 228,076 2.07%

Holding current value

$10.2 Million

Previous $10.7 Million 6.05%

% of portfolio

0.27%

Previous 0.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$45.07 - $47.1 $212,324 - $221,888	-4,711 Reduced 2.07%	223,365 $10.1 Million
Q3 2024 Oct 17, 2024	SELL	$44.83 - $47.42 $27,077 - $28,641	-604 Reduced 0.26%	228,076 $10.7 Million
Q2 2024 Jul 22, 2024	BUY	$44.3 - $45.58 $88,644 - $91,205	2,001 Added 0.88%	228,680 $10.3 Million
Q1 2024 Apr 15, 2024	SELL	$45.02 - $46.27 $246,889 - $253,744	-5,484 Reduced 2.36%	226,679 $10.3 Million
Q4 2023 Jan 11, 2024	BUY	$42.6 - $46.25 $9.41 Million - $10.2 Million	220,980 Added 1976.04%	232,163 $10.7 Million
Q3 2023 Oct 26, 2023	SELL	$43.62 - $45.64 $1.71 Million - $1.79 Million	-39,256 Reduced 77.83%	11,183 $488,000
Q2 2023 Jul 10, 2023	SELL	$45.12 - $46.45 $1.16 Million - $1.2 Million	-25,750 Reduced 33.8%	50,439 $2.29 Million
Q1 2023 Apr 06, 2023	SELL	$44.68 - $46.69 $1.92 Million - $2.01 Million	-42,986 Reduced 36.07%	76,189 $3.52 Million
Q4 2022 Jan 17, 2023	SELL	$43.31 - $46.11 $5.43 Million - $5.78 Million	-125,288 Reduced 51.25%	119,175 $0
Q3 2022 Oct 25, 2022	BUY	$44.1 - $48.01 $10.8 Million - $11.7 Million	244,463 New	244,463 $10.9 Million

Others Institutions Holding IUSB

# of Institutions

764

Shares Held

700M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
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Orgel Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History