Orgel Wealth Management, LLC Ishares Tr Esg Msci Usa Leader Transaction History

Orgel Wealth Management, LLC

  • $3.62 Billion
  • Q1 2025

A detailed history of Orgel Wealth Management, LLC transactions in Ishares Tr Esg Msci Usa Leader stock. As of the latest transaction made, Orgel Wealth Management, LLC holds 13,256 shares of SUSL stock, worth $1.21 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,256
Previous 11,570 14.57%
Holding current value
$1.21 Million
Previous $1.19 Million 6.29%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Apr 15, 2025
BUY
$95.35 - $107.82 $160,760 - $181,784
1,686 Added 14.57%
13,256 $1.27 Million
Q4 2024

Jan 15, 2025
SELL
$100.38 - $107.86 $19,172 - $20,601
-191 Reduced 1.62%
11,570 $1.19 Million
Q3 2024

Oct 17, 2024
BUY
$91.41 - $101.59 $365 - $406
4 Added 0.03%
11,761 $1.19 Million
Q2 2024

Jul 22, 2024
BUY
$87.95 - $97.99 $3,166 - $3,527
36 Added 0.31%
11,757 $1.15 Million
Q1 2024

Apr 15, 2024
SELL
$82.96 - $93.97 $497 - $563
-6 Reduced 0.05%
11,721 $1.1 Million
Q4 2023

Jan 11, 2024
SELL
$72.21 - $84.55 $57,479 - $67,301
-796 Reduced 6.36%
11,727 $989,000
Q3 2023

Oct 26, 2023
SELL
$74.91 - $80.11 $17,678 - $18,905
-236 Reduced 1.85%
12,523 $944,000
Q2 2023

Jul 10, 2023
BUY
$70.03 - $77.42 $72,340 - $79,974
1,033 Added 8.81%
12,759 $987,000
Q1 2023

Apr 06, 2023
SELL
$65.64 - $72.48 $113,360 - $125,172
-1,727 Reduced 12.84%
11,726 $835,000
Q4 2022

Jan 17, 2023
BUY
$61.37 - $70.88 $233,942 - $270,194
3,812 Added 39.54%
13,453 $0
Q3 2022

Oct 25, 2022
BUY
$61.76 - $74.65 $595,428 - $719,700
9,641 New
9,641 $595,000

Others Institutions Holding SUSL

# of Institutions
169
Shares Held
8.19M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG MSCI USA LEADER

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