Orgel Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Orgel Wealth Management, LLC

$3.85 Billion
Q3 2024

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 106,930 shares of ESGD stock, worth $8.16 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

106,930

Previous 106,820 0.1%

Holding current value

$8.16 Million

Previous $8.42 Million 6.95%

% of portfolio

0.23%

Previous 0.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$75.63 - $84.89 $8,319 - $9,337	110 Added 0.1%	106,930 $9 Million
Q2 2024 Jul 22, 2024	BUY	$76.22 - $82.36 $2.5 Million - $2.7 Million	32,739 Added 44.19%	106,820 $8.42 Million
Q1 2024 Apr 15, 2024	BUY	$73.39 - $80.18 $130,047 - $142,078	1,772 Added 2.45%	74,081 $5.92 Million
Q4 2023 Jan 11, 2024	BUY	$65.9 - $75.7 $24,448 - $28,084	371 Added 0.52%	72,309 $5.46 Million
Q3 2023 Oct 26, 2023	BUY	$68.87 - $74.82 $10,192 - $11,073	148 Added 0.21%	71,938 $4.97 Million
Q2 2023 Jul 10, 2023	SELL	$70.97 - $74.19 $1,135 - $1,187	-16 Reduced 0.02%	71,790 $5.24 Million
Q1 2023 Apr 06, 2023	SELL	$66.27 - $72.39 $2.77 Million - $3.02 Million	-41,742 Reduced 36.76%	71,806 $5.16 Million
Q4 2022 Jan 17, 2023	BUY	$55.83 - $67.96 $5.83 Million - $7.1 Million	104,430 Added 1145.32%	113,548 $0
Q3 2022 Oct 25, 2022	BUY	$55.75 - $67.2 $508,328 - $612,729	9,118 New	9,118 $512,000

Others Institutions Holding ESGD

# of Institutions

635

Shares Held

93.2M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
Sector ETFs
Industry ETFs

More about ESGD

Track This Portfolio

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.

Account

Orgel Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History