Orgel Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Orgel Wealth Management, LLC

  • $4.15 Billion
  • Q3 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 2,907 shares of IWB stock, worth $1.07 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,907
Previous 2,907 -0.0%
Holding current value
$1.07 Million
Previous $987,000 7.6%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 15, 2025
BUY
$302.31 - $337.54 $261,195 - $291,634
864 Added 42.29%
2,907 $886,000
Q4 2022

Jan 17, 2023
BUY
$196.94 - $224.49 $402,348 - $458,633
2,043 New
2,043 $0

Others Institutions Holding IWB

# of Institutions
1,614
Shares Held
98.3M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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