Consilium Wealth Advisory, LLC Ishares Tr Transaction History

Consilium Wealth Advisory, LLC

  • $207 Million
  • Q4 2024

A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 78,417 shares of IFRA stock, worth $3.67 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
78,417
Previous 79,883 1.84%
Holding current value
$3.67 Million
Previous $3.75 Million 3.28%
% of portfolio
1.75%
Previous 2.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
475
Shares Held
52.4M
Call Options Held
1K
Put Options Held
100
View Full List

About ISHARES TR

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