Consilio Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Consilio Wealth Advisors, LLC

$238 Million
Q1 2025

A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 14,471 shares of IWB stock, worth $4.38 Million. This represents 1.85% of its overall portfolio holdings.

Number of Shares

14,471

Previous 14,554 0.57%

Holding current value

$4.38 Million

Previous $4.69 Million 5.84%

% of portfolio

1.85%

Previous 1.92%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$302.31 - $337.54 $25,091 - $28,015	-83 Reduced 0.57%	14,471 $4.41 Million
Q4 2024 Jan 13, 2025	SELL	$311.11 - $335.64 $77,155 - $83,238	-248 Reduced 1.68%	14,554 $4.69 Million
Q3 2024 Oct 07, 2024	BUY	$283.28 - $314.39 $12,181 - $13,518	43 Added 0.29%	14,802 $4.65 Million
Q2 2024 Jul 12, 2024	SELL	$272.21 - $298.72 $95,545 - $104,850	-351 Reduced 2.32%	14,759 $4.39 Million
Q1 2024 Apr 18, 2024	BUY	$257.46 - $288.1 $13,902 - $15,557	54 Added 0.36%	15,110 $4.35 Million
Q4 2023 Jan 11, 2024	SELL	$225.16 - $263.17 $20,039 - $23,422	-89 Reduced 0.59%	15,056 $3.95 Million
Q3 2023 Oct 11, 2023	SELL	$234.05 - $252.17 $36,979 - $39,842	-158 Reduced 1.03%	15,145 $3.56 Million
Q2 2023 Jul 13, 2023	SELL	$221.85 - $243.74 $16,638 - $18,280	-75 Reduced 0.49%	15,303 $3.73 Million
Q1 2023 Apr 06, 2023	SELL	$208.78 - $230.55 $706,093 - $779,720	-3,382 Reduced 18.03%	15,378 $3.46 Million
Q4 2022 Jan 25, 2023	SELL	$196.94 - $224.49 $761,960 - $868,551	-3,869 Reduced 17.1%	18,760 $0
Q2 2022 Jul 27, 2022	BUY	$201.03 - $253.2 $30,757 - $38,739	153 Added 0.68%	22,629 $4.7 Million
Q1 2022 May 16, 2022	SELL	$230.48 - $266.11 $56,928 - $65,729	-247 Reduced 1.09%	22,476 $5.62 Million
Q4 2021 Feb 14, 2022	BUY	$241.33 - $266.02 $5.48 Million - $6.04 Million	22,723 New	22,723 $6.01 Million

Others Institutions Holding IWB

# of Institutions

1,477

Shares Held

97.6M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Consilio Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History