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Orgel Wealth Management, LLC > IVV

DateNameTickerSharesChangeValueChangePrice
06/30/2023iSHARES TRUSTIVV179,9748,62280,216,166,0009,776,964,000$445,709.75
03/31/2023iSHARES TRUSTIVV171,35247,50270,439,202,00070,392,244,000$411,078.96
06/30/2022iSHARES TRUSTIVV123,850-20,36546,958,000-18,471,000$379.15
03/31/2022iSHARES TRUSTIVV144,21539,34665,429,00015,408,000$453.69
12/31/2021iSHARES TRUSTIVV104,86922,55350,021,00014,557,000$476.99
09/30/2021iSHARES TRUSTIVV82,3165,70235,464,0002,526,000$430.83
06/30/2021iSHARES TRUSTIVV76,61417,11232,938,00010,602,000$429.92
12/31/2020iSHARES TRUSTIVV59,5026,23322,336,0004,434,000$375.38
09/30/2020iSHARES TRUSTIVV53,2693417,902,0001,416,000$336.07
06/30/2020iSHARES TRUSTIVV53,235-58,47716,486,000-12,380,000$309.68
03/31/2020iSHARES TRUSTIVV111,71241,87528,866,0006,292,000$258.40
12/31/2019iSHARES TRUSTIVV69,83720,92922,574,0007,974,000$323.24
09/30/2019iSHARES TRUSTIVV48,9082,01114,600,000777,000$298.52
06/30/2019iSHARES TRUSTIVV47,3392,12013,953,0001,085,000$294.75
03/31/2019iSHARES TRUSTIVV45,2194,24012,868,0002,557,000$284.57
12/31/2018iSHARES TRUSTIVV40,97920,75710,311,0004,391,000$251.62
09/30/2018iSHARES TRUSTIVV20,2222,0075,920,000946,000$292.75
06/30/2018iSHARES TRUSTIVV18,2151,2404,974,000469,000$273.07
03/31/2018iSHARES TRUSTIVV16,9753,3314,505,000837,000$265.39
12/31/2017iSHARES TRUSTIVV13,6444,3563,668,0001,319,000$268.84
09/30/2017iSHARES TRUSTIVV9,288-3,3312,349,000-723,000$252.91
06/30/2017iSHARES TRUSTIVV12,61912,6193,072,0003,072,000$243.44
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