Elk River Wealth Management, LLC Ishares Core U.S. Aggregate Bo Transaction History

Elk River Wealth Management, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	SELL	$91.67 - $99.66 $1.05 Million - $1.15 Million	-11,495 Reduced 64.73%	6,263 $621,000
Q3 2023 Oct 10, 2023	SELL	$93.85 - $98.43 $188,826 - $198,041	-2,012 Reduced 10.18%	17,758 $1.67 Million
Q2 2023 Jul 17, 2023	BUY	$97.49 - $100.53 $5,946 - $6,132	61 Added 0.31%	19,770 $1.94 Million
Q1 2023 Apr 12, 2023	SELL	$96.32 - $100.79 $167,211 - $174,971	-1,736 Reduced 8.1%	19,709 $1.96 Million
Q4 2022 Jan 19, 2023	BUY	$93.63 - $99.69 $239,224 - $254,707	2,555 Added 13.53%	21,445 $0
Q3 2022 Oct 17, 2022	BUY	$95.54 - $104.23 $66,878 - $72,961	700 Added 3.85%	18,890 $1.82 Million
Q2 2022 Jul 12, 2022	BUY	$99.01 - $106.84 $240,198 - $259,193	2,426 Added 15.39%	18,190 $1.85 Million
Q1 2022 Apr 18, 2022	BUY	$106.1 - $113.3 $39,681 - $42,374	374 Added 2.43%	15,764 $1.69 Million
Q4 2021 Feb 11, 2022	SELL	$113.45 - $115.33 $56,157 - $57,088	-495 Reduced 3.12%	15,390 $1.76 Million
Q3 2021 Nov 15, 2021	SELL	$114.77 - $116.58 $306,550 - $311,385	-2,671 Reduced 14.39%	15,885 $1.82 Million
Q2 2021 Jul 22, 2021	BUY	$113.78 - $115.33 $123,223 - $124,902	1,083 Added 6.2%	18,556 $2.14 Million
Q1 2021 Apr 27, 2021	BUY	$113.42 - $118.04 $347,518 - $361,674	3,064 Added 21.26%	17,473 $1.99 Million
Q4 2020 Feb 08, 2021	BUY	$117.06 - $118.42 $1.69 Million - $1.71 Million	14,409 New	14,409 $1.7 Million

1,921

1.01B

68.7K

175K

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