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

Orgel Wealth Management, LLC

  • $4.24 Billion
  • Q4 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 923 shares of IWB stock, worth $339,553. This represents 0.01% of its overall portfolio holdings.

Number of Shares
923
Previous 2,907 68.25%
Holding current value
$339,553
Previous $1.06 Million 68.08%
% of portfolio
0.01%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$358.39 - $376.54 $711,045 - $747,055
-1,984 Reduced 68.25%
923 $339,000
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
1,626
Shares Held
98.5M
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
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