Orgel Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 15,542 shares of IWR stock, worth $1.51 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
15,542
Previous 15,799 1.63%
Holding current value
$1.51 Million
Previous $1.45 Million 3.23%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 06, 2025
SELL
$92.26 - $97.51 $23,710 - $25,060
-257 Reduced 1.63%
15,542 $1.5 Million
Q2 2025

Jul 10, 2025
SELL
$74.88 - $91.97 $22,089 - $27,131
-295 Reduced 1.83%
15,799 $1.45 Million
Q1 2025

Apr 15, 2025
BUY
$82.81 - $92.93 $635,401 - $713,051
7,673 Added 91.12%
16,094 $1.36 Million
Q4 2024

Jan 15, 2025
BUY
$87.25 - $95.52 $734,732 - $804,373
8,421 New
8,421 $744,000
Q1 2020

Apr 28, 2020
SELL
$36.81 - $61.96 $181,362 - $305,276
-4,927 Closed
0 $0
Q4 2019

Jan 27, 2020
BUY
$54.12 - $59.69 $266,649 - $294,092
4,927 New
4,927 $294,000

Others Institutions Holding IWR

# of Institutions
1,610
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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