Orgel Wealth Management, LLC's ownership history for IVV

Orgel Wealth Management, LLC currently holds 557.3K shares with a market value of $381.7M. It started holding IVV on 2024-09-30. At its peak, it held 557.3K shares on 2025-12-31. Its highest holding value was $381.7M on 2025-12-31. At its lowest, it held 426.1K shares on 2024-09-30, with a value of $245.8M on 2024-09-30. In the recent 180 days, Orgel Wealth Management, LLC has increased its shares by 23.5K. In the recent year, Orgel Wealth Management, LLC has increased its shares by 102.1K.