Consilio Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History
Consilio Wealth Advisors, LLC
- $303 Million
- Q3 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 14,358 shares of IWB stock, worth $5.28 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
14,358
Previous 14,358
-0.0%
Holding current value
$5.28 Million
Previous $4.88 Million
7.63%
% of portfolio
1.73%
Previous 1.74%
Shares
14 transactions
Others Institutions Holding IWB
# of Institutions
1,622Shares Held
98.5MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio