Orgel Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History
Orgel Wealth Management, LLC
- $3.69 Billion
- Q4 2024
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 2,043 shares of IWB stock, worth $666,814. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,043
Previous 2,043
-0.0%
Holding current value
$666,814
Previous $642,000
2.49%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,468Shares Held
98.1MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$3.18 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.53 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.34 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$1.01 Billion0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$875 Million0.13% of portfolio