Orgel Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Orgel Wealth Management, LLC

$3.52 Billion
Q1 2024

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 11,721 shares of SUSL stock, worth $1.16 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

11,721

Previous 11,727 0.05%

Holding current value

$1.16 Million

Previous $989,000 11.22%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$82.96 - $93.97 $497 - $563	-6 Reduced 0.05%	11,721 $1.1 Million
Q4 2023 Jan 11, 2024	SELL	$72.21 - $84.55 $57,479 - $67,301	-796 Reduced 6.36%	11,727 $989,000
Q3 2023 Oct 26, 2023	SELL	$74.91 - $80.11 $17,678 - $18,905	-236 Reduced 1.85%	12,523 $944,000
Q2 2023 Jul 10, 2023	BUY	$70.03 - $77.42 $72,340 - $79,974	1,033 Added 8.81%	12,759 $987,000
Q1 2023 Apr 06, 2023	SELL	$65.64 - $72.48 $113,360 - $125,172	-1,727 Reduced 12.84%	11,726 $835,000

Q4 2022 Jan 17, 2023	BUY	$63.9 - $70.88 $243,586 - $270,194	3,812 Added 39.54%	13,453 $0
Q3 2022 Oct 25, 2022	BUY	$63.6 - $74.65 $613,167 - $719,700	9,641 New	9,641 $595,000

Others Institutions Holding SUSL

# of Institutions

152

Shares Held

11M

Call Options Held

Put Options Held

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About ISHARES TR ESG MSCI USA LEADER

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Orgel Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History