News + Filings Holdings
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Orgel Wealth Management, LLC
> SUB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SUB | 42,952 | -1,184,568 | 4,468,727,000 | -124,028,067,000 | $104,040.02 |
| 03/31/2023 | iSHARES TRUST | SUB | 1,227,520 | 1,215,360 | 128,496,794,000 | 128,495,521,000 | $104,680.00 |
| 06/30/2022 | iSHARES TRUST | SUB | 12,160 | 6,521 | 1,273,000 | 683,000 | $104.69 |
| 03/31/2022 | iSHARES TRUST | SUB | 5,639 | 888 | 590,000 | 80,000 | $104.63 |
| 12/31/2021 | iSHARES TRUST | SUB | 4,751 | -22 | 510,000 | -3,000 | $107.35 |
| 09/30/2021 | iSHARES TRUST | SUB | 4,773 | 744 | 513,000 | 79,000 | $107.48 |
| 06/30/2021 | iSHARES TRUST | SUB | 4,029 | 4,029 | 434,000 | 434,000 | $107.72 |
| 12/31/2020 | iSHARES TRUST | SUB | 0 | -17,714 | 0 | -1,915,000 | |
| 09/30/2020 | iSHARES TRUST | SUB | 17,714 | -17,012 | 1,915,000 | -1,831,000 | $108.11 |
| 06/30/2020 | iSHARES TRUST | SUB | 34,726 | -57,469 | 3,746,000 | -6,054,000 | $107.87 |
| 03/31/2020 | iSHARES TRUST | SUB | 92,195 | -184,145 | 9,800,000 | -19,708,000 | $106.30 |
| 12/31/2019 | iSHARES TRUST | SUB | 276,340 | 276,340 | 29,508,000 | 29,508,000 | $106.78 |
| 06/30/2019 | iSHARES TRUST | SUB | 0 | -4,426 | 0 | -467,000 | |
| 03/31/2019 | iSHARES TRUST | SUB | 4,426 | 0 | 467,000 | 0 | $105.51 |
| 12/31/2018 | iSHARES TRUST | SUB | 4,426 | -3,347 | 467,000 | -347,000 | $105.51 |
| 09/30/2018 | iSHARES TRUST | SUB | 7,773 | -3,271 | 814,000 | -346,000 | $104.72 |
| 06/30/2018 | iSHARES TRUST | SUB | 11,044 | -5,256 | 1,160,000 | -550,000 | $105.03 |
| 03/31/2018 | iSHARES TRUST | SUB | 16,300 | 4,780 | 1,710,000 | 502,000 | $104.91 |
| 12/31/2017 | iSHARES TRUST | SUB | 11,520 | 11,520 | 1,208,000 | 1,208,000 | $104.86 |
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