Orgel Wealth Management, LLC's ownership history for IJR

Orgel Wealth Management, LLC currently holds 3.4K shares with a market value of $425.8K. It started holding IJR on 2024-09-30. At its peak, it held 4.3K shares on 2024-12-31. Its highest holding value was $493.4K on 2024-12-31. At its lowest, it held 3.4K shares on 2026-03-31, with a value of $414.8K on 2025-12-31. In the recent 180 days, Orgel Wealth Management, LLC has decreased its shares by 230. In the recent year, Orgel Wealth Management, LLC has decreased its shares by 740.