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

Consilio Wealth Advisors, LLC

  • $244 Million
  • Q4 2024

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 14,554 shares of IWB stock, worth $4.44 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares
14,554
Previous 14,802 1.68%
Holding current value
$4.44 Million
Previous $4.65 Million 0.75%
% of portfolio
1.92%
Previous 1.92%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,480
Shares Held
98.3M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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