Orgel Wealth Management, LLC Ishares Russell 1000 Val ETF Transaction History

Orgel Wealth Management, LLC

  • $3.69 Billion
  • Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 2,440 shares of IWD stock, worth $467,211. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,440
Previous 2,420 0.83%
Holding current value
$467,211
Previous $459,000 1.74%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$183.23 - $199.79 $3,664 - $3,995
20 Added 0.83%
2,440 $451,000
Q1 2024

Apr 15, 2024
SELL
$161.84 - $179.11 $9,224 - $10,209
-57 Reduced 2.3%
2,420 $433,000
Q4 2023

Jan 11, 2024
BUY
$143.69 - $165.7 $16,668 - $19,221
116 Added 4.91%
2,477 $409,000
Q3 2023

Oct 26, 2023
SELL
$151.73 - $163.56 $4,855 - $5,233
-32 Reduced 1.34%
2,361 $358,000
Q2 2023

Jul 10, 2023
BUY
$148.55 - $157.83 $5,644 - $5,997
38 Added 1.61%
2,393 $377,000
Q1 2023

Apr 06, 2023
SELL
$145.2 - $161.56 $3,339 - $3,715
-23 Reduced 0.97%
2,355 $358,000
Q4 2022

Jan 17, 2023
SELL
$136.78 - $158.99 $27,766 - $32,274
-203 Reduced 7.87%
2,378 $0
Q2 2022

Jul 13, 2022
BUY
$140.99 - $168.41 $93,476 - $111,655
663 Added 34.57%
2,581 $374,000
Q4 2021

Jan 24, 2022
SELL
$157.12 - $168.08 $9,898 - $10,589
-63 Reduced 3.18%
1,918 $322,000
Q2 2020

Jul 31, 2020
BUY
$94.52 - $125.14 $187,244 - $247,902
1,981 New
1,981 $223,000
Q1 2020

Apr 28, 2020
SELL
$85.17 - $138.52 $219,312 - $356,689
-2,575 Closed
0 $0
Q4 2019

Jan 27, 2020
SELL
$123.85 - $136.67 $8,669 - $9,566
-70 Reduced 2.65%
2,575 $351,000
Q3 2019

Oct 15, 2019
SELL
$127.92 - $130.25 $5,500 - $5,600
-43 Reduced 1.6%
2,645 $339,000
Q2 2019

Jul 12, 2019
BUY
N/A
80 Added 3.07%
2,688 $342,000
Q1 2019

Apr 29, 2019
SELL
N/A
-1,297 Reduced 33.21%
2,608 $322,000
Q4 2018

Jan 14, 2019
BUY
N/A
1,297 Added 49.73%
3,905 $434,000
Q2 2018

Jul 16, 2018
SELL
N/A
-300 Reduced 10.32%
2,608 $317,000
Q4 2017

Feb 09, 2018
BUY
N/A
300 Added 11.5%
2,908 $362,000
Q3 2017

Nov 13, 2017
BUY
N/A
2,608
2,608 $309,000

Others Institutions Holding IWD

# of Institutions
1,733
Shares Held
255M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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