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Orgel Wealth Management, LLC
> AGG
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | AGG | 1,237,818 | -64,002 | 121,244,282,000 | -8,469,068,000 | $97,950.01 |
03/31/2023 | iSHARES TRUST | AGG | 1,301,820 | 1,288,970 | 129,713,350,000 | 129,712,043,000 | $99,640.00 |
06/30/2022 | iSHARES TRUST | AGG | 12,850 | -28,386 | 1,307,000 | -3,109,000 | $101.71 |
03/31/2022 | iSHARES TRUST | AGG | 41,236 | -31,858 | 4,416,000 | -3,923,000 | $107.09 |
12/31/2021 | iSHARES TRUST | AGG | 73,094 | 1,085 | 8,339,000 | 70,000 | $114.09 |
09/30/2021 | iSHARES TRUST | AGG | 72,009 | 22,526 | 8,269,000 | 2,562,000 | $114.83 |
06/30/2021 | iSHARES TRUST | AGG | 49,483 | 2,041 | 5,707,000 | 100,000 | $115.33 |
12/31/2020 | iSHARES TRUST | AGG | 47,442 | 14,320 | 5,607,000 | 1,697,000 | $118.19 |
09/30/2020 | iSHARES TRUST | AGG | 33,122 | -4,119 | 3,910,000 | -492,000 | $118.05 |
06/30/2020 | iSHARES TRUST | AGG | 37,241 | 11,651 | 4,402,000 | 1,450,000 | $118.20 |
03/31/2020 | iSHARES TRUST | AGG | 25,590 | -1,279 | 2,952,000 | -67,000 | $115.36 |
12/31/2019 | iSHARES TRUST | AGG | 26,869 | 4,620 | 3,019,000 | 501,000 | $112.36 |
09/30/2019 | iSHARES TRUST | AGG | 22,249 | 2,813 | 2,518,000 | 354,000 | $113.17 |
06/30/2019 | iSHARES TRUST | AGG | 22,239 | 3,321 | 2,476,000 | 413,000 | $111.34 |
03/31/2019 | iSHARES TRUST | AGG | 18,918 | 424 | 2,063,000 | 94,000 | $109.05 |
12/31/2018 | iSHARES TRUST | AGG | 18,494 | 11,180 | 1,969,000 | 1,197,000 | $106.47 |
09/30/2018 | iSHARES TRUST | AGG | 7,314 | 317 | 772,000 | 28,000 | $105.55 |
06/30/2018 | iSHARES TRUST | AGG | 6,997 | 2,127 | 744,000 | 222,000 | $106.33 |
03/31/2018 | iSHARES TRUST | AGG | 4,870 | 1,464 | 522,000 | 150,000 | $107.19 |
12/31/2017 | iSHARES TRUST | AGG | 3,406 | 732 | 372,000 | 79,000 | $109.22 |
09/30/2017 | iSHARES TRUST | AGG | 2,674 | 540 | 293,000 | 59,000 | $109.57 |
06/30/2017 | iSHARES TRUST | AGG | 2,134 | 2,134 | 234,000 | 234,000 | $109.65 |
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