iShares S&P 500 Index shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $189M | 359k | 525.73 |
| 2023-12-31 | $105M | 219k | 477.63 |
| 2023-09-30 | $84M | 196k | 429.43 |
| 2023-06-30 | $80M | 180k | 445.71 |
| 2023-03-31 | $70M | 171k | 411.08 |
| 2022-12-31 | $66M | 172k | 384.21 |
| 2022-09-30 | $40M | 112k | 358.65 |
| 2022-06-30 | $47M | 124k | 379.15 |
| 2022-03-31 | $65M | 144k | 453.69 |
| 2021-12-31 | $50M | 105k | 476.99 |
| 2021-09-30 | $36M | 82k | 430.83 |
| 2021-06-30 | $33M | 77k | 429.92 |
| 2021-03-31 | $28M | 71k | 397.83 |
| 2020-12-31 | $22M | 60k | 375.38 |
| 2020-09-30 | $18M | 53k | 336.07 |
| 2020-06-30 | $17M | 53k | 309.68 |
| 2020-03-31 | $29M | 112k | 258.40 |
| 2019-12-31 | $23M | 70k | 323.24 |
| 2019-09-30 | $15M | 49k | 298.52 |
| 2019-06-30 | $14M | 47k | 294.75 |
| 2019-03-31 | $13M | 45k | 284.57 |
| 2018-12-31 | $10M | 41k | 251.62 |
| 2018-09-30 | $5.9M | 20k | 292.75 |
| 2018-06-30 | $5.0M | 18k | 273.07 |
| 2018-03-31 | $4.5M | 17k | 265.39 |
| 2017-12-31 | $3.7M | 14k | 268.84 |
| 2017-09-30 | $2.3M | 9.3k | 252.91 |
| 2017-06-30 | $3.1M | 13k | 243.44 |
| 2017-03-31 | $4.4M | 19k | 237.28 |
| 2016-12-31 | $472k | 2.1k | 225.19 |
| 2016-09-30 | $389k | 1.8k | 217.56 |
| 2016-06-30 | $376k | 1.8k | 210.29 |
| 2016-03-31 | $369k | 1.8k | 206.38 |
| 2015-12-31 | $294k | 1.4k | 204.74 |