Orgel Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 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 6,550 shares of IWM stock, worth $1.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,550

Previous 6,542 0.12%

Holding current value

$1.5 Million

Previous $1.45 Million 0.14%

% of portfolio

0.04%

Previous 0.04%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$216.13 - $242.4 $1,729 - $1,939	8 Added 0.12%	6,550 $1.45 Million
Q3 2024 Oct 17, 2024	BUY	$200.87 - $224.6 $83,561 - $93,433	416 Added 6.79%	6,542 $1.45 Million
Q2 2024 Jul 22, 2024	BUY	$192.84 - $209.44 $924,667 - $1 Million	4,795 Added 360.26%	6,126 $1.24 Million
Q4 2023 Jan 11, 2024	BUY	$162.21 - $204.82 $23,033 - $29,084	142 Added 11.94%	1,331 $267,000
Q2 2023 Jul 10, 2023	SELL	$170.4 - $187.93 $17,551 - $19,356	-103 Reduced 7.97%	1,189 $222,000
Q1 2023 Apr 06, 2023	SELL	$170.25 - $198.32 $2,383 - $2,776	-14 Reduced 1.07%	1,292 $230,000
Q4 2022 Jan 17, 2023	BUY	$166.81 - $188.05 $1,000 - $1,128	6 Added 0.46%	1,306 $0
Q3 2022 Oct 25, 2022	SELL	$164.17 - $201.07 $49,250 - $60,321	-300 Reduced 18.75%	1,300 $214,000
Q2 2022 Jul 13, 2022	BUY	$163.9 - $207.91 $22,290 - $28,275	136 Added 9.29%	1,600 $271,000
Q1 2022 May 10, 2022	BUY	$191.52 - $225.32 $19,152 - $22,532	100 Added 7.33%	1,464 $301,000
Q4 2021 Jan 24, 2022	BUY	$212.12 - $242.56 $50,908 - $58,214	240 Added 21.35%	1,364 $303,000
Q3 2021 Oct 26, 2021	BUY	$211.73 - $231.39 $26,254 - $28,692	124 Added 12.4%	1,124 $246,000
Q1 2021 Apr 28, 2021	BUY	$193.5 - $234.42 $193,500 - $234,420	1,000 New	1,000 $221,000
Q4 2020 Feb 08, 2021	SELL	$152.18 - $199.14 $313,490 - $410,228	-2,060 Closed	0 $0
Q3 2020 Nov 03, 2020	SELL	$139.07 - $158.46 $72,455 - $82,557	-521 Reduced 20.19%	2,060 $309,000
Q2 2020 Jul 31, 2020	BUY	$104.62 - $153.09 $86,102 - $125,993	823 Added 46.81%	2,581 $370,000
Q1 2020 Apr 28, 2020	BUY	$99.9 - $169.53 $9,290 - $15,766	93 Added 5.59%	1,758 $201,000
Q4 2019 Jan 27, 2020	BUY	$146.46 - $166.68 $24,898 - $28,335	170 Added 11.37%	1,665 $276,000
Q3 2019 Oct 15, 2019	BUY	$144.85 - $157.9 $6,518 - $7,105	45 Added 3.1%	1,495 $226,000
Q2 2019 Jul 12, 2019	SELL	$145.86 - $160.71 $19,836 - $21,856	-136 Reduced 8.58%	1,450 $225,000
Q1 2019 Apr 29, 2019	SELL	$132.25 - $158.24 $54,222 - $64,878	-410 Reduced 20.54%	1,586 $243,000
Q4 2018 Jan 14, 2019	BUY	$125.88 - $166.33 $69,863 - $92,313	555 Added 38.51%	1,996 $267,000
Q2 2018 Jul 16, 2018	BUY	$148.13 - $169.97 $17,331 - $19,886	117 Added 8.84%	1,441 $236,000
Q1 2018 Apr 25, 2018	BUY	$145.44 - $159.96 $192,562 - $211,787	1,324 New	1,324 $201,000

Others Institutions Holding IWM

# of Institutions

2,705

Shares Held

306M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Orgel Wealth Management, LLC Ishares Russell 2000 ETF Transaction History