Consilium Wealth Advisory, LLC Ishares Tr Transaction History

Consilium Wealth Advisory, LLC

$234 Million
Q2 2025

A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 65,453 shares of IFRA stock, worth $3.33 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

65,453

Previous 77,958 16.04%

Holding current value

$3.33 Million

Previous $3.51 Million 8.37%

% of portfolio

1.37%

Previous 1.78%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$40.97 - $49.19 $512,329 - $615,120	-12,505 Reduced 16.04%	65,453 $3.22 Million
Q1 2025 Apr 17, 2025	SELL	$44.8 - $49.25 $20,563 - $22,605	-459 Reduced 0.59%	77,958 $3.51 Million
Q4 2024 Feb 05, 2025	SELL	$45.94 - $51.71 $67,348 - $75,806	-1,466 Reduced 1.84%	78,417 $3.63 Million
Q3 2024 Oct 30, 2024	BUY	$41.55 - $46.97 $1.08 Million - $1.22 Million	25,880 Added 47.92%	79,883 $3.75 Million
Q2 2024 Aug 01, 2024	BUY	$41.22 - $44.87 $2.23 Million - $2.42 Million	54,003 New	54,003 $2.27 Million

Others Institutions Holding IFRA

# of Institutions

392

Shares Held

30.5M

Call Options Held

800

Put Options Held

200

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Consilium Wealth Advisory, LLC Ishares Tr Transaction History