Consilium Wealth Advisory, LLC Ishares Russell 1000 Val ETF Transaction History

Consilium Wealth Advisory, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$151.73 - $163.56 $33,077 - $35,656	-218 Reduced 3.97%	5,280 $801,000
Q2 2023 Jul 13, 2023	SELL	$148.55 - $157.83 $25,253 - $26,831	-170 Reduced 3.0%	5,498 $867,000
Q4 2022 Feb 13, 2023	BUY	$136.78 - $158.99 $229,243 - $266,467	1,676 Added 41.98%	5,668 $859,000
Q2 2022 Jul 12, 2022	BUY	$140.99 - $168.41 $288,324 - $344,398	2,045 Added 105.03%	3,992 $579,000
Q4 2021 Jan 26, 2022	BUY	$157.12 - $168.08 $305,912 - $327,251	1,947 New	1,947 $327,000

1,715

256M

606K

653K

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