Consilio Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Consilio Wealth Advisors, LLC

  • $303 Million
  • Q3 2025

A detailed history of Consilio Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Consilio Wealth Advisors, LLC holds 8,919 shares of IWM stock, worth $2.18 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
8,919
Previous 8,977 0.65%
Holding current value
$2.18 Million
Previous $1.94 Million 11.41%
% of portfolio
0.71%
Previous 0.69%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$214.92 - $244.84 $12,465 - $14,200
-58 Reduced 0.65%
8,919 $2.16 Million
Q2 2025

Jul 29, 2025
BUY
$174.82 - $215.79 $1.57 Million - $1.94 Million
8,977 New
8,977 $1.94 Million
Q2 2022

Jul 27, 2022
BUY
$163.9 - $207.91 $307,804 - $390,454
1,878 Added 7.98%
25,404 $4.3 Million
Q1 2022

May 16, 2022
BUY
$191.52 - $225.32 $4.51 Million - $5.3 Million
23,526 New
23,526 $4.83 Million

Others Institutions Holding IWM

# of Institutions
3,006
Shares Held
299M
Call Options Held
241M
Put Options Held
542M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Consilio Wealth Advisors, LLC Portfolio

Follow Consilio Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consilio Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilio Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email