Consilium Wealth Advisory, LLC Ishares Tr Transaction History

Consilium Wealth Advisory, LLC

  • $252 Million
  • Q3 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 9,449 shares of SHV stock, worth $1.04 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
9,449
Previous 7,667 23.24%
Holding current value
$1.04 Million
Previous $846,000 23.4%
% of portfolio
0.41%
Previous 0.36%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$110.06 - $110.49 $196,126 - $196,893
1,782 Added 23.24%
9,449 $1.04 Million
Q2 2025

Jul 21, 2025
BUY
$110.06 - $110.46 $396,105 - $397,545
3,599 Added 88.47%
7,667 $846,000
Q1 2025

Apr 17, 2025
BUY
$110.11 - $110.51 $61,661 - $61,885
560 Added 15.96%
4,068 $449,000
Q4 2024

Feb 05, 2025
BUY
$109.92 - $110.57 $8,463 - $8,513
77 Added 2.24%
3,508 $386,000
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
781
Shares Held
101M
Call Options Held
0
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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