Consilium Wealth Advisory, LLC Ishares Russell 2000 ETF Transaction History
Consilium Wealth Advisory, LLC
- $252 Million
- Q3 2025
A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 18,072 shares of IWM stock, worth $4.43 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
18,072
Previous 16,453
9.84%
Holding current value
$4.43 Million
Previous $3.55 Million
23.15%
% of portfolio
1.74%
Previous 1.51%
Shares
2 transactions
Others Institutions Holding IWM
# of Institutions
2,944Shares Held
304MCall Options Held
284MPut Options Held
615M-
Bank Of America Corp Charlotte, NC37.2MShares$9.11 Billion0.6% of portfolio
-
Goldman Sachs Group Inc New York, NY21.9MShares$5.37 Billion0.67% of portfolio
-
Morgan Stanley New York, NY20.9MShares$5.11 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA15.6MShares$3.83 Billion0.72% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$2.19 Billion0.04% of portfolio