Consilium Wealth Advisory, LLC Ishares Core S&P Sm Cap ETF Transaction History

Consilium Wealth Advisory, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 01, 2024	SELL	$102.13 - $110.88 $377,778 - $410,145	-3,699 Reduced 48.46%	3,934 $419,000
Q1 2024 Apr 30, 2024	SELL	$102.35 - $110.52 $101,838 - $109,967	-995 Reduced 11.53%	7,633 $843,000
Q4 2023 Jan 10, 2024	BUY	$87.61 - $110.11 $505,947 - $635,885	5,775 Added 202.42%	8,628 $933,000
Q2 2023 Jul 13, 2023	SELL	$91.14 - $99.81 $77,651 - $85,038	-852 Reduced 23.0%	2,853 $284,000
Q1 2023 Apr 13, 2023	BUY	$92.27 - $107.68 $54,162 - $63,208	587 Added 18.83%	3,705 $358,000
Q4 2022 Feb 13, 2023	BUY	$89.09 - $102.13 $277,782 - $318,441	3,118 New	3,118 $295,000

2,566

500M

1.04M

671K

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