Elk River Wealth Management, LLC Ishares Tr Transaction History

Elk River Wealth Management, LLC

  • $486 Million
  • Q1 2024

A detailed history of Elk River Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 2,471 shares of DVY stock, worth $297,088. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,471
Previous 4,305 42.6%
Holding current value
$297,088
Previous $504,000 39.68%
% of portfolio
0.06%
Previous 0.1%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$113.31 - $123.18 $207,810 - $225,912
-1,834 Reduced 42.6%
2,471 $304,000
Q4 2023

Jan 18, 2024
SELL
$102.97 - $119.06 $1,544 - $1,785
-15 Reduced 0.35%
4,305 $504,000
Q4 2022

Jan 19, 2023
SELL
$117.33 - $125.5 $1,642 - $1,757
-14 Reduced 0.32%
4,320 $0
Q2 2022

Jul 12, 2022
SELL
N/A
-12 Reduced 0.28%
4,334 $510,000
Q4 2021

Feb 11, 2022
SELL
N/A
-666 Reduced 13.29%
4,346 $533,000
Q1 2021

Apr 27, 2021
SELL
N/A
-494 Reduced 8.97%
5,012 $572,000
Q4 2020

Feb 08, 2021
BUY
N/A
5,506 New
5,506 $530,000

Others Institutions Holding DVY

# of Institutions
1,310
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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