Orgel Wealth Management, LLC Ishares Morningstar Mid Cap Va Transaction History

Orgel Wealth Management, LLC

  • $3.62 Billion
  • Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 340,525 shares of IMCV stock, worth $24.3 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
340,525
Previous 343,362 0.83%
Holding current value
$24.3 Million
Previous $25.5 Million 1.98%
% of portfolio
0.69%
Previous 0.69%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$71.9 - $77.57 $203,980 - $220,066
-2,837 Reduced 0.83%
340,525 $25 Million
Q4 2024

Jan 15, 2025
SELL
$73.19 - $81.02 $116,811 - $129,307
-1,596 Reduced 0.46%
343,362 $25.5 Million
Q3 2024

Oct 17, 2024
SELL
$69.7 - $76.81 $201,293 - $221,827
-2,888 Reduced 0.83%
344,958 $26.4 Million
Q2 2024

Jul 22, 2024
SELL
$68.22 - $72.74 $307,945 - $328,348
-4,514 Reduced 1.28%
347,846 $24.4 Million
Q1 2024

Apr 15, 2024
SELL
$65.61 - $72.55 $393,725 - $435,372
-6,001 Reduced 1.67%
352,360 $25.6 Million
Q4 2023

Jan 11, 2024
BUY
$57.47 - $68.03 $1.86 Million - $2.2 Million
32,412 Added 9.94%
358,361 $24.3 Million
Q3 2023

Oct 26, 2023
BUY
$60.39 - $66.42 $2.19 Million - $2.41 Million
36,277 Added 12.52%
325,949 $19.7 Million
Q2 2023

Jul 10, 2023
BUY
$58.79 - $63.7 $352,975 - $382,454
6,004 Added 2.12%
289,672 $18.5 Million
Q1 2023

Apr 06, 2023
BUY
$58.6 - $68.24 $6.33 Million - $7.37 Million
108,017 Added 61.5%
283,668 $17.6 Million
Q4 2022

Jan 17, 2023
BUY
$56.85 - $65.72 $8.16 Million - $9.43 Million
143,541 Added 447.03%
175,651 $0
Q3 2022

Oct 25, 2022
BUY
$55.94 - $66.86 $1.48 Million - $1.77 Million
26,413 Added 463.63%
32,110 $1.8 Million
Q2 2022

Jul 13, 2022
BUY
$57.93 - $70.61 $330,027 - $402,265
5,697 New
5,697 $338,000

Others Institutions Holding IMCV

# of Institutions
156
Shares Held
5.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR MID CAP VA

IMCV Quotes by TradingView
  • Ticker IMCV
  • Sector ETFs
  • Industry ETFs
More about IMCV
Track This Portfolio

Track Orgel Wealth Management, LLC Portfolio

Follow Orgel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Orgel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Orgel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email