Consilium Wealth Advisory, LLC Ishares Russell 2000 ETF Transaction History
Consilium Wealth Advisory, LLC
- $261 Million
- Q4 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 22,366 shares of IWM stock, worth $5.31 Million. This represents 2.04% of its overall portfolio holdings.
Number of Shares
22,366
Previous 18,072
23.76%
Holding current value
$5.31 Million
Previous $4.37 Million
21.48%
% of portfolio
2.04%
Previous 1.74%
Shares
3 transactions
Others Institutions Holding IWM
# of Institutions
3,048Shares Held
284MCall Options Held
196MPut Options Held
483M-
Bank Of America Corp Charlotte, NC36.9MShares$8.75 Billion0.62% of portfolio
-
Morgan Stanley New York, NY18.2MShares$4.31 Billion0.28% of portfolio
-
Goldman Sachs Group Inc New York, NY15.1MShares$3.58 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA13.2MShares$3.13 Billion0.63% of portfolio
-
Black Rock Inc. New York, NY8.94MShares$2.12 Billion0.04% of portfolio