Orgel Wealth Management, LLC Ishares Russell 1000 Gr 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 Gr ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 2,577 shares of IWF stock, worth $1.06 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,577

Previous 2,490 3.49%

Holding current value

$1.06 Million

Previous $934,000 10.71%

% of portfolio

0.03%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$370.24 - $418.94 $32,210 - $36,447	87 Added 3.49%	2,577 $1.03 Million
Q1 2024 Apr 15, 2024	BUY	$294.43 - $339.01 $88,329 - $101,703	300 Added 13.7%	2,490 $839,000
Q4 2023 Jan 11, 2024	BUY	$256.94 - $304.21 $7,451 - $8,822	29 Added 1.34%	2,190 $663,000
Q3 2023 Oct 26, 2023	SELL	$263.8 - $285.38 $45,109 - $48,799	-171 Reduced 7.33%	2,161 $574,000
Q2 2023 Jul 10, 2023	BUY	$239.31 - $275.18 $6,461 - $7,429	27 Added 1.17%	2,332 $641,000
Q1 2023 Apr 06, 2023	SELL	$209.92 - $244.33 $3,148 - $3,664	-15 Reduced 0.65%	2,305 $563,000
Q4 2022 Jan 17, 2023	BUY	$207.03 - $232.89 $3,105 - $3,493	15 Added 0.65%	2,320 $0
Q3 2022 Oct 25, 2022	SELL	$210.4 - $257.47 $6,943 - $8,496	-33 Reduced 1.41%	2,305 $485,000
Q2 2022 Jul 13, 2022	BUY	$209.9 - $283.21 $119,223 - $160,863	568 Added 32.09%	2,338 $511,000
Q1 2022 May 10, 2022	SELL	$246.62 - $307.78 $4,932 - $6,155	-20 Reduced 1.12%	1,770 $491,000
Q3 2021 Oct 26, 2021	SELL	$272.07 - $292.68 $8,978 - $9,658	-33 Reduced 1.81%	1,790 $491,000
Q2 2021 Jul 23, 2021	SELL	$244.58 - $272.16 $7,337 - $8,164	-30 Reduced 1.62%	1,823 $495,000
Q1 2021 Apr 28, 2021	SELL	$230.04 - $254.69 $61,420 - $68,002	-267 Reduced 12.59%	1,853 $450,000
Q4 2020 Feb 08, 2021	BUY	$209.58 - $241.25 $75,448 - $86,850	360 Added 20.45%	2,120 $511,000
Q1 2020 Apr 28, 2020	SELL	$131.63 - $192.29 $15,663 - $22,882	-119 Reduced 6.33%	1,760 $265,000
Q4 2019 Jan 27, 2020	SELL	$155.29 - $176.84 $18,634 - $21,220	-120 Reduced 6.0%	1,879 $331,000
Q3 2019 Oct 15, 2019	SELL	$158.47 - $162.55 $475 - $487	-3 Reduced 0.15%	1,999 $319,000
Q2 2019 Jul 12, 2019	BUY	N/A	7 Added 0.35%	2,002 $315,000
Q1 2019 Apr 29, 2019	SELL	N/A	-1,200 Reduced 37.56%	1,995 $302,000
Q4 2018 Jan 14, 2019	BUY	N/A	1,509 Added 89.5%	3,195 $418,000
Q3 2018 Oct 11, 2018	SELL	N/A	-193 Reduced 10.27%	1,686 $263,000
Q2 2018 Jul 16, 2018	SELL	N/A	-426 Reduced 18.48%	1,879 $270,000
Q1 2018 Apr 25, 2018	SELL	N/A	-33 Reduced 1.41%	2,305 $314,000
Q4 2017 Feb 09, 2018	BUY	N/A	2,338	2,338 $315,000

Others Institutions Holding IWF

# of Institutions

2,250

Shares Held

200M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Orgel Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History