Orgel Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 2,043 shares of IWB stock, worth $664,792. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,043
Previous 2,043
-0.0%
Holding current value
$664,792
Previous $607,000
5.77%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,372Shares Held
93.1MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.02 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.39 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.18 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1.01 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$918 Million0.07% of portfolio