Orgel Wealth Management, LLC Ishares Russell 2000 ETF Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 6,542 shares of IWM stock, worth $1.48 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
6,542
Previous 6,126
6.79%
Holding current value
$1.48 Million
Previous $1.24 Million
16.34%
% of portfolio
0.04%
Previous 0.03%
Shares
23 transactions
Others Institutions Holding IWM
# of Institutions
2,547Shares Held
294MCall Options Held
232MPut Options Held
363M-
Bank Of America Corp Charlotte, NC34MShares$7.66 Billion0.62% of portfolio
-
Goldman Sachs Group Inc New York, NY22.4MShares$5.05 Billion0.78% of portfolio
-
Wells Fargo & Company San Francisco, CA20.7MShares$4.67 Billion1.03% of portfolio
-
Morgan Stanley New York, NY18.3MShares$4.12 Billion0.29% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A610.6MShares$2.4 Billion6.35% of portfolio