Orgel Wealth Management, LLC Ishares Tr Ishares Esg Aware 1 Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 26, 2023	SELL	$23.72 - $24.02 $59,655 - $60,410	-2,515 Reduced 19.01%	10,718 $254,000
Q2 2023 Jul 10, 2023	BUY	$23.84 - $24.2 $10,894 - $11,059	457 Added 3.58%	13,233 $316,000
Q1 2023 Apr 06, 2023	BUY	$23.63 - $24.19 $30,719 - $31,447	1,300 Added 11.33%	12,776 $307,000
Q4 2022 Jan 17, 2023	SELL	$23.19 - $23.94 $5,658 - $5,841	-244 Reduced 2.08%	11,476 $0
Q3 2022 Oct 25, 2022	SELL	$23.37 - $24.43 $18,158 - $18,982	-777 Reduced 6.22%	11,720 $275,000
Q2 2022 Jul 13, 2022	BUY	$23.73 - $24.6 $60,582 - $62,803	2,553 Added 25.67%	12,497 $301,000
Q1 2022 May 10, 2022	BUY	$24.54 - $25.63 $245 - $256	10 Added 0.1%	9,944 $245,000
Q4 2021 Jan 24, 2022	BUY	$25.61 - $25.99 $1,280 - $1,299	50 Added 0.51%	9,934 $255,000
Q3 2021 Oct 26, 2021	BUY	$25.95 - $26.1 $1,557 - $1,566	60 Added 0.61%	9,884 $257,000
Q2 2021 Jul 23, 2021	BUY	$25.93 - $26.12 $4,771 - $4,806	184 Added 1.91%	9,824 $256,000
Q1 2021 Apr 28, 2021	BUY	$25.89 - $26.17 $21,022 - $21,250	812 Added 9.2%	9,640 $250,000
Q4 2020 Feb 08, 2021	BUY	$26.0 - $26.18 $2,990 - $3,010	115 Added 1.32%	8,828 $231,000
Q3 2020 Nov 03, 2020	BUY	$25.99 - $26.18 $10,707 - $10,786	412 Added 4.96%	8,713 $227,000
Q2 2020 Jul 31, 2020	BUY	$24.71 - $26.01 $205,117 - $215,909	8,301 New	8,301 $216,000

Others Institutions Holding SUSB

# of Institutions

310

Shares Held

28M

Call Options Held

0

Put Options Held

0

About ISHARES TR ISHARES ESG AWARE 1

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