Orgel Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History

Orgel Wealth Management, LLC

  • $4.24 Billion
  • Q4 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 557,287 shares of IVV stock, worth $376 Million. This represents 8.87% of its overall portfolio holdings.

Number of Shares
557,287
Previous 547,398 1.81%
Holding current value
$376 Million
Previous $366 Million 2.72%
% of portfolio
8.87%
Previous 8.83%

Shares

37 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$656.2 - $690.71 $6.49 Million - $6.83 Million
9,889 Added 1.81%
557,287 $376 Million
Q3 2025

Oct 06, 2025
BUY
$620.67 - $670.08 $8.45 Million - $9.12 Million
13,615 Added 2.55%
547,398 $366 Million
Q2 2025

Jul 10, 2025
BUY
$498.8 - $620.9 $23.1 Million - $28.8 Million
46,385 Added 9.52%
533,783 $331 Million
Q1 2025

Apr 15, 2025
BUY
$554.06 - $615.85 $17.9 Million - $19.9 Million
32,248 Added 7.09%
487,398 $272 Million
Q4 2024

Jan 15, 2025
BUY
$570.51 - $610.59 $16.6 Million - $17.8 Million
29,085 Added 6.83%
455,150 $268 Million
Q3 2024

Oct 17, 2024
BUY
$520.18 - $576.82 $10.6 Million - $11.8 Million
20,434 Added 5.04%
426,065 $246 Million
Q2 2024

Jul 22, 2024
BUY
$497.53 - $549.64 $23.1 Million - $25.6 Million
46,526 Added 12.96%
405,631 $222 Million
Q1 2024

Apr 15, 2024
BUY
$469.56 - $525.73 $65.7 Million - $73.5 Million
139,866 Added 63.8%
359,105 $189 Million
Q4 2023

Jan 11, 2024
BUY
$412.55 - $479.0 $9.63 Million - $11.2 Million
23,333 Added 11.91%
219,239 $105 Million
Q3 2023

Oct 26, 2023
BUY
$427.76 - $460.18 $6.82 Million - $7.33 Million
15,932 Added 8.85%
195,906 $84.1 Million
Q2 2023

Jul 10, 2023
BUY
$406.17 - $445.71 $3.5 Million - $3.84 Million
8,622 Added 5.03%
179,974 $80.2 Million
Q1 2023

Apr 06, 2023
SELL
$381.13 - $418.66 $92,995 - $102,153
-244 Reduced 0.14%
171,352 $70.4 Million
Q4 2022

Jan 17, 2023
BUY
$357.98 - $409.32 $21.3 Million - $24.4 Million
59,556 Added 53.16%
171,596 $0
Q3 2022

Oct 25, 2022
SELL
$358.65 - $432.04 $4.24 Million - $5.1 Million
-11,810 Reduced 9.54%
112,040 $40.2 Million
Q2 2022

Jul 13, 2022
SELL
$366.99 - $458.8 $7.47 Million - $9.34 Million
-20,365 Reduced 14.12%
123,850 $47 Million
Q1 2022

May 10, 2022
BUY
$418.06 - $479.84 $16.4 Million - $18.9 Million
39,346 Added 37.52%
144,215 $65.4 Million
Q4 2021

Jan 24, 2022
BUY
$430.29 - $479.53 $9.7 Million - $10.8 Million
22,553 Added 27.4%
104,869 $50 Million
Q3 2021

Oct 26, 2021
BUY
$426.8 - $455.27 $2.43 Million - $2.6 Million
5,702 Added 7.44%
82,316 $35.5 Million
Q2 2021

Jul 23, 2021
BUY
$402.08 - $429.92 $2.18 Million - $2.34 Million
5,432 Added 7.63%
76,614 $32.9 Million
Q1 2021

Apr 28, 2021
BUY
$370.22 - $398.75 $4.32 Million - $4.66 Million
11,680 Added 19.63%
71,182 $28.3 Million
Q4 2020

Feb 08, 2021
BUY
$327.62 - $375.39 $2.04 Million - $2.34 Million
6,233 Added 11.7%
59,502 $22.3 Million
Q3 2020

Nov 03, 2020
BUY
$311.81 - $359.24 $10,601 - $12,214
34 Added 0.06%
53,269 $17.9 Million
Q2 2020

Jul 31, 2020
SELL
$246.8 - $324.4 $14.4 Million - $19 Million
-58,477 Reduced 52.35%
53,235 $16.5 Million
Q1 2020

Apr 28, 2020
BUY
$224.65 - $339.88 $9.41 Million - $14.2 Million
41,875 Added 59.96%
111,712 $28.9 Million
Q4 2019

Jan 27, 2020
BUY
$289.63 - $324.32 $6.06 Million - $6.79 Million
20,929 Added 42.79%
69,837 $22.6 Million
Q3 2019

Dec 06, 2019
BUY
$285.57 - $303.77 $128,792 - $137,000
451 Added 0.93%
48,908 $14.6 Million
Q3 2019

Oct 15, 2019
BUY
$285.57 - $303.77 $319,267 - $339,614
1,118 Added 2.36%
48,457 $14.5 Million
Q2 2019

Jan 28, 2020
BUY
$276.38 - $296.02 $122,159 - $130,840
442 Added 0.94%
47,339 $14 Million
Q2 2019

Jul 12, 2019
BUY
$276.38 - $296.02 $463,765 - $496,721
1,678 Added 3.71%
46,897 $13.8 Million
Q1 2019

Apr 29, 2019
BUY
$245.43 - $286.57 $1.04 Million - $1.22 Million
4,240 Added 10.35%
45,219 $12.9 Million
Q4 2018

Jan 14, 2019
BUY
$236.09 - $293.95 $4.9 Million - $6.1 Million
20,757 Added 102.65%
40,979 $10.3 Million
Q3 2018

Oct 11, 2018
BUY
$272.73 - $295.76 $547,369 - $593,590
2,007 Added 11.02%
20,222 $5.92 Million
Q2 2018

Jul 16, 2018
BUY
$259.21 - $280.89 $321,420 - $348,303
1,240 Added 7.3%
18,215 $4.97 Million
Q1 2018

Apr 25, 2018
BUY
$259.62 - $288.66 $864,794 - $961,526
3,331 Added 24.41%
16,975 $4.51 Million
Q4 2017

Feb 09, 2018
BUY
$253.97 - $271.47 $1.11 Million - $1.18 Million
4,356 Added 46.9%
13,644 $3.67 Million
Q3 2017

Nov 13, 2017
SELL
$246.18 - $253.1 $820,025 - $843,076
-3,331 Reduced 26.4%
9,288 $2.35 Million
Q2 2017

Aug 10, 2017
BUY
N/A
12,619
12,619 $3.07 Million

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

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