Consilium Wealth Advisory, LLC Ishares Tr Transaction History

Consilium Wealth Advisory, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$73.48 - $75.65 $110,660 - $113,928	-1,506 Reduced 28.35%	3,806 $280,000
Q2 2023 Jul 13, 2023	BUY	$73.57 - $75.42 $9,122 - $9,352	124 Added 2.39%	5,312 $398,000
Q1 2023 Apr 13, 2023	SELL	$73.04 - $77.2 $926,001 - $978,741	-12,678 Reduced 70.96%	5,188 $391,000
Q4 2022 Feb 13, 2023	BUY	$71.95 - $76.11 $1.29 Million - $1.36 Million	17,866 New	17,866 $1.32 Million
Q2 2022 Jul 12, 2022	SELL	$73.1 - $82.57 $196,565 - $222,030	-2,689 Reduced 41.74%	3,753 $276,000

Q1 2022 Apr 18, 2022	SELL	$79.97 - $86.97 $225,355 - $245,081	-2,818 Reduced 30.43%	6,442 $530,000
Q4 2021 Jan 26, 2022	BUY	$85.37 - $87.5 $790,526 - $810,250	9,260 New	9,260 $806,000

1,064

239M

115M

366M

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