Orgel Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History
Orgel Wealth Management, LLC
- $3.85 Billion
- Q3 2024
A detailed history of Orgel Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 426,065 shares of IVV stock, worth $257 Million. This represents 6.38% of its overall portfolio holdings.
Number of Shares
426,065
Previous 405,631
5.04%
Holding current value
$257 Million
Previous $222 Million
10.72%
% of portfolio
6.38%
Previous 6.2%
Shares
32 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$40.1 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.9 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.7 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15.2 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio