Orgel Wealth Management, LLC Ishares Tr Transaction History

Orgel Wealth Management, LLC

$3.69 Billion
Q4 2024

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 735,501 shares of IEFA stock, worth $54.1 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares

735,501

Previous 712,154 3.28%

Holding current value

$54.1 Million

Previous $55.6 Million 7.0%

% of portfolio

1.4%

Previous 1.44%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$70.06 - $77.43 $1.64 Million - $1.81 Million	23,347 Added 3.28%	735,501 $51.7 Million
Q3 2024 Oct 17, 2024	BUY	$70.09 - $78.74 $327,180 - $367,558	4,668 Added 0.66%	712,154 $55.6 Million
Q2 2024 Jul 22, 2024	SELL	$70.77 - $76.19 $275,649 - $296,760	-3,895 Reduced 0.55%	707,486 $51.4 Million
Q1 2024 Apr 15, 2024	BUY	$68.14 - $74.43 $702,046 - $766,852	10,303 Added 1.47%	711,381 $52.8 Million
Q4 2023 Jan 11, 2024	SELL	$61.3 - $70.47 $1.48 Million - $1.71 Million	-24,205 Reduced 3.34%	701,078 $49.3 Million
Q3 2023 Oct 26, 2023	BUY	$64.04 - $69.58 $1.21 Million - $1.31 Million	18,856 Added 2.67%	725,283 $46.7 Million
Q2 2023 Jul 10, 2023	SELL	$66.03 - $69.1 $1.35 Million - $1.41 Million	-20,424 Reduced 2.81%	706,427 $47.7 Million
Q1 2023 Apr 06, 2023	BUY	$62.17 - $67.7 $315,201 - $343,239	5,070 Added 0.7%	726,851 $48.6 Million
Q4 2022 Jan 17, 2023	BUY	$52.35 - $63.65 $932,144 - $1.13 Million	17,806 Added 2.53%	721,781 $0
Q3 2022 Oct 25, 2022	BUY	$52.32 - $63.1 $26 Million - $31.4 Million	497,860 Added 241.54%	703,975 $37.1 Million
Q2 2022 Jul 13, 2022	BUY	$57.91 - $70.46 $61,326 - $74,617	1,059 Added 0.52%	206,115 $12.1 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $1.06 Million - $1.27 Million	16,791 Added 8.92%	205,056 $14.3 Million
Q4 2021 Jan 24, 2022	BUY	$72.36 - $77.76 $1.42 Million - $1.53 Million	19,641 Added 11.65%	188,265 $14.1 Million
Q3 2021 Oct 26, 2021	BUY	$72.98 - $78.2 $896,486 - $960,608	12,284 Added 7.86%	168,624 $12.5 Million
Q2 2021 Jul 23, 2021	BUY	$73.11 - $77.88 $738,557 - $786,743	10,102 Added 6.91%	156,340 $11.7 Million
Q1 2021 Apr 28, 2021	BUY	$68.58 - $73.12 $922,812 - $983,902	13,456 Added 10.13%	146,238 $10.5 Million
Q4 2020 Feb 08, 2021	BUY	$58.13 - $69.71 $527,994 - $633,175	9,083 Added 7.34%	132,782 $9.17 Million
Q3 2020 Nov 03, 2020	BUY	$57.43 - $62.28 $468,513 - $508,080	8,158 Added 7.06%	123,699 $7.46 Million
Q2 2020 Jul 31, 2020	BUY	$47.43 - $60.75 $5.48 Million - $7.02 Million	115,541 New	115,541 $6.6 Million

Others Institutions Holding IEFA

# of Institutions

2,027

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

More about IEFA

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 Tr Transaction History