Orgel Wealth Management, LLC IVV Holdings History
Orgel Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-06-30, Orgel Wealth Management, LLC held 533,783.00 shares of iShares Core S&P 500 ETF(IVV), totaling $331.43 Mil. This investment constitutes 7.99% of their stock portfolio, and Orgel Wealth Management, LLC now holds 0.05% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q2. And since then Orgel Wealth Management, LLC has made 25 purchases of IVV, at an average price of $455.91, for a total of 624,679.00 shares. In addition, there have been 4 sales at an average price of $332.71 for 90,896.00 shares. Based on historical transaction data and IVV's current price of $637.58, Orgel Wealth Management, LLC's estimated gain on his IVV holdings is $85.77 Mil, reflecting a 30.12% gain to date.
Orgel Wealth Management, LLC IVV ($637.58) Holding Chart
Orgel Wealth Management, LLC IVV ($637.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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