Ishares Tr s^p aggr all shares owned by Consilium Wealth Advisory
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Consilium Wealth Advisory
from 13F filings
Historical chart of Consilium Wealth Advisory investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Consilium Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.0M | 57k | 69.05 |
| 2023-09-30 | $3.5M | 55k | 63.49 |
| 2023-06-30 | $3.7M | 55k | 66.34 |
| 2023-03-31 | $3.2M | 50k | 63.59 |
| 2022-12-31 | $2.8M | 48k | 59.75 |
| 2022-09-30 | $2.9M | 52k | 55.46 |
| 2022-06-30 | $2.8M | 47k | 59.90 |
| 2022-03-31 | $5.8M | 84k | 68.94 |
| 2021-12-31 | $6.7M | 92k | 72.82 |