ISHARES TR

Ticker: SUB CUSIP: 464288158 Class: SHRT NAT MUN ETF

Orgel Wealth Management, LLC's Holding History (CIK: 0001658535)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 6,039 Value ($000) $644 Avg Close Range
Q3 2025
Shares 5,880 Value ($000) $628 Avg Close Range
Q2 2025
Shares 5,690 Value ($000) $605 Avg Close Range
Q1 2025
Shares 5,354 Value ($000) $565 Avg Close Range
Q4 2024
Shares 5,005 Value ($000) $528 Avg Close Range
Q3 2024
Shares 12,189 Value ($000) $1,294 Avg Close Range
Q2 2024
Shares 10,954 Value ($000) $1,145 Avg Close Range
Q1 2024
Shares 8,923 Value ($000) $935 Avg Close Range
Q4 2023
Shares 1,082,153 Value ($000) $114,091 Avg Close Range
Q3 2023
Shares 37,017 Value ($000) $3,808 Avg Close Range
Q2 2023
Shares 42,952 Value ($000) $4,469 Avg Close Range
Q1 2023
Shares 1,227,520 Value ($000) $128,497 Avg Close Range
Q4 2022
Shares 1,169,978 Value ($000) $121,994 Avg Close Range
Q3 2022
Shares 2,019 Value ($000) $207 Avg Close Range
Q2 2022
Shares 12,160 Value ($000) $1,273 Avg Close Range
Q1 2022
Shares 5,639 Value ($000) $590 Avg Close Range
Q4 2021
Shares 4,751 Value ($000) $510 Avg Close Range
Q3 2021
Shares 4,773 Value ($000) $513 Avg Close Range
Q2 2021
Shares 4,029 Value ($000) $434 Avg Close Range
Q1 2021
Shares 4,000 Value ($000) $431 Avg Close Range
Q3 2020
Shares 17,714 Value ($000) $1,915 Avg Close Range
Q2 2020
Shares 34,726 Value ($000) $3,746 Avg Close Range
Q1 2020
Shares 92,195 Value ($000) $9,800 Avg Close Range
Q4 2019
Shares 276,340 Value ($000) $29,508 Avg Close Range
Q4 2018
Shares 4,426 Value ($000) $467 Avg Close Range
Q3 2018
Shares 7,773 Value ($000) $814 Avg Close Range
Q2 2018
Shares 11,044 Value ($000) $1,160 Avg Close Range
Q1 2018
Shares 16,300 Value ($000) $1,710 Avg Close Range
Q4 2017
Shares 11,520 Value ($000) $1,208 Avg Close Range