News + Filings Holdings
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Orgel Wealth Management, LLC
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 179,974 | 8,622 | 80,216,166,000 | 9,776,964,000 | $445,709.75 |
| 03/31/2023 | iSHARES TRUST | IVV | 171,352 | 47,502 | 70,439,202,000 | 70,392,244,000 | $411,078.96 |
| 06/30/2022 | iSHARES TRUST | IVV | 123,850 | -20,365 | 46,958,000 | -18,471,000 | $379.15 |
| 03/31/2022 | iSHARES TRUST | IVV | 144,215 | 39,346 | 65,429,000 | 15,408,000 | $453.69 |
| 12/31/2021 | iSHARES TRUST | IVV | 104,869 | 22,553 | 50,021,000 | 14,557,000 | $476.99 |
| 09/30/2021 | iSHARES TRUST | IVV | 82,316 | 5,702 | 35,464,000 | 2,526,000 | $430.83 |
| 06/30/2021 | iSHARES TRUST | IVV | 76,614 | 17,112 | 32,938,000 | 10,602,000 | $429.92 |
| 12/31/2020 | iSHARES TRUST | IVV | 59,502 | 6,233 | 22,336,000 | 4,434,000 | $375.38 |
| 09/30/2020 | iSHARES TRUST | IVV | 53,269 | 34 | 17,902,000 | 1,416,000 | $336.07 |
| 06/30/2020 | iSHARES TRUST | IVV | 53,235 | -58,477 | 16,486,000 | -12,380,000 | $309.68 |
| 03/31/2020 | iSHARES TRUST | IVV | 111,712 | 41,875 | 28,866,000 | 6,292,000 | $258.40 |
| 12/31/2019 | iSHARES TRUST | IVV | 69,837 | 20,929 | 22,574,000 | 7,974,000 | $323.24 |
| 09/30/2019 | iSHARES TRUST | IVV | 48,908 | 2,011 | 14,600,000 | 777,000 | $298.52 |
| 06/30/2019 | iSHARES TRUST | IVV | 47,339 | 2,120 | 13,953,000 | 1,085,000 | $294.75 |
| 03/31/2019 | iSHARES TRUST | IVV | 45,219 | 4,240 | 12,868,000 | 2,557,000 | $284.57 |
| 12/31/2018 | iSHARES TRUST | IVV | 40,979 | 20,757 | 10,311,000 | 4,391,000 | $251.62 |
| 09/30/2018 | iSHARES TRUST | IVV | 20,222 | 2,007 | 5,920,000 | 946,000 | $292.75 |
| 06/30/2018 | iSHARES TRUST | IVV | 18,215 | 1,240 | 4,974,000 | 469,000 | $273.07 |
| 03/31/2018 | iSHARES TRUST | IVV | 16,975 | 3,331 | 4,505,000 | 837,000 | $265.39 |
| 12/31/2017 | iSHARES TRUST | IVV | 13,644 | 4,356 | 3,668,000 | 1,319,000 | $268.84 |
| 09/30/2017 | iSHARES TRUST | IVV | 9,288 | -3,331 | 2,349,000 | -723,000 | $252.91 |
| 06/30/2017 | iSHARES TRUST | IVV | 12,619 | 12,619 | 3,072,000 | 3,072,000 | $243.44 |
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