Consilium Wealth Advisory, LLC Ishares Tr Transaction History

Consilium Wealth Advisory, LLC

  • $181 Million
  • Q3 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 3,431 shares of SHV stock, worth $378,988. This represents 0.21% of its overall portfolio holdings.

Number of Shares
3,431
Previous 2,633 30.31%
Holding current value
$378,988
Previous $290,000 30.69%
% of portfolio
0.21%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
BUY
$110.05 - $110.63 $87,819 - $88,282
798 Added 30.31%
3,431 $379,000
Q2 2024

Aug 01, 2024
BUY
$110.04 - $110.51 $45,006 - $45,198
409 Added 18.39%
2,633 $290,000
Q1 2024

Apr 30, 2024
BUY
$110.11 - $110.57 $244,884 - $245,907
2,224 New
2,224 $245,000

Others Institutions Holding SHV

# of Institutions
726
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

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