News + Filings Holdings
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Orgel Wealth Management, LLC
> QUAL
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | QUAL | 363,520 | 15,000 | 49,027,929,000 | 5,787,102,000 | $134,869.96 |
| 03/31/2023 | iSHARES TRUST | QUAL | 348,520 | 45,248 | 43,240,827,000 | 43,206,942,000 | $124,069.86 |
| 06/30/2022 | iSHARES TRUST | QUAL | 303,272 | 68,649 | 33,885,000 | 2,298,000 | $111.73 |
| 03/31/2022 | iSHARES TRUST | QUAL | 234,623 | 72,213 | 31,587,000 | 7,947,000 | $134.63 |
| 12/31/2021 | iSHARES TRUST | QUAL | 162,410 | 33,866 | 23,640,000 | 6,707,000 | $145.56 |
| 09/30/2021 | iSHARES TRUST | QUAL | 128,544 | 18,399 | 16,933,000 | 2,298,000 | $131.73 |
| 06/30/2021 | iSHARES TRUST | QUAL | 110,145 | 15,864 | 14,635,000 | 3,679,000 | $132.87 |
| 12/31/2020 | iSHARES TRUST | QUAL | 94,281 | -517 | 10,956,000 | 1,122,000 | $116.21 |
| 09/30/2020 | iSHARES TRUST | QUAL | 94,798 | 1,103 | 9,834,000 | 847,000 | $103.74 |
| 06/30/2020 | iSHARES TRUST | QUAL | 93,695 | -53,453 | 8,987,000 | -2,938,000 | $95.92 |
| 03/31/2020 | iSHARES TRUST | QUAL | 147,148 | 60,717 | 11,925,000 | 3,196,000 | $81.04 |
| 12/31/2019 | iSHARES TRUST | QUAL | 86,431 | 27,498 | 8,729,000 | 3,284,000 | $100.99 |
| 09/30/2019 | iSHARES TRUST | QUAL | 58,933 | 2,841 | 5,445,000 | 314,000 | $92.39 |
| 06/30/2019 | iSHARES TRUST | QUAL | 56,370 | 2,524 | 5,156,000 | 388,000 | $91.47 |
| 03/31/2019 | iSHARES TRUST | QUAL | 53,846 | 6,709 | 4,768,000 | 1,150,000 | $88.55 |
| 12/31/2018 | iSHARES TRUST | QUAL | 47,137 | 21,108 | 3,618,000 | 1,266,000 | $76.75 |
| 09/30/2018 | iSHARES TRUST | QUAL | 26,029 | 3,249 | 2,352,000 | 451,000 | $90.36 |
| 06/30/2018 | iSHARES TRUST | QUAL | 22,780 | 2,811 | 1,901,000 | 249,000 | $83.45 |
| 03/31/2018 | iSHARES TRUST | QUAL | 19,969 | 6,822 | 1,652,000 | 562,000 | $82.73 |
| 12/31/2017 | iSHARES TRUST | QUAL | 13,147 | 9,376 | 1,090,000 | 799,000 | $82.91 |
| 09/30/2017 | iSHARES TRUST | QUAL | 3,771 | 372 | 291,000 | 38,000 | $77.17 |
| 06/30/2017 | iSHARES TRUST | QUAL | 3,399 | 3,399 | 253,000 | 253,000 | $74.43 |
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