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 $10.1 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
223,365
Previous 228,076 2.07%
Holding current value
$10.1 Million
Previous $10.7 Million 6.05%
% of portfolio
0.27%
Previous 0.28%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
721
Shares Held
701M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
  • Ticker IUSB
  • Sector ETFs
  • Industry ETFs
More about IUSB
Track This Portfolio

Track Orgel Wealth Management, LLC Portfolio

Follow Orgel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email