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

Orgel Wealth Management, LLC

$3.93 Billion
Q2 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 359,977 shares of IMCV stock, worth $27.8 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

359,977

Previous 340,525 5.71%

Holding current value

$27.8 Million

Previous $25 Million 9.43%

% of portfolio

0.7%

Previous 0.69%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	$65.1 - $75.98 $1.27 Million - $1.48 Million	19,452 Added 5.71%	359,977 $27.4 Million
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

167

Shares Held

6.21M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR MID CAP VA

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