ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

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

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

Q4 2023
Shares 10,718 Value ($000) $262 Avg Close Range
Q3 2023
Shares 10,718 Value ($000) $255 Avg Close Range
Q2 2023
Shares 13,233 Value ($000) $316 Avg Close Range
Q1 2023
Shares 12,776 Value ($000) $307 Avg Close Range
Q4 2022
Shares 11,476 Value ($000) $273 Avg Close Range
Q3 2022
Shares 11,720 Value ($000) $275 Avg Close Range
Q2 2022
Shares 12,497 Value ($000) $301 Avg Close Range
Q1 2022
Shares 9,944 Value ($000) $245 Avg Close Range
Q4 2021
Shares 9,934 Value ($000) $255 Avg Close Range
Q3 2021
Shares 9,884 Value ($000) $257 Avg Close Range
Q2 2021
Shares 9,824 Value ($000) $256 Avg Close Range
Q1 2021
Shares 9,640 Value ($000) $250 Avg Close Range
Q4 2020
Shares 8,828 Value ($000) $231 Avg Close Range
Q3 2020
Shares 8,713 Value ($000) $227 Avg Close Range
Q2 2020
Shares 8,301 Value ($000) $216 Avg Close Range