Consilium Wealth Advisory, LLC Ishares Tr Transaction History

Consilium Wealth Advisory, LLC

$261 Million
Q4 2025

A detailed history of Consilium Wealth Advisory, LLC transactions in Ishares Tr stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 76,298 shares of IFRA stock, worth $3.97 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares

76,298

Previous 74,521 2.38%

Holding current value

$3.97 Million

Previous $3.94 Million 0.91%

% of portfolio

1.52%

Previous 1.56%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$52.02 - $54.04 $92,439 - $96,029	1,777 Added 2.38%	76,298 $3.97 Million
Q3 2025 Oct 20, 2025	BUY	$49.77 - $52.82 $451,314 - $478,971	9,068 Added 13.85%	74,521 $3.94 Million
Q2 2025 Jul 21, 2025	SELL	$40.97 - $49.19 $512,329 - $615,120	-12,505 Reduced 16.04%	65,453 $3.22 Million
Q1 2025 Apr 17, 2025	SELL	$44.8 - $49.25 $20,563 - $22,605	-459 Reduced 0.59%	77,958 $3.51 Million
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

404

Shares Held

31.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Consilium Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consilium Wealth Advisory, LLC with notifications on news.

Account

Consilium Wealth Advisory, LLC Ishares Tr Transaction History