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 3,553 shares of IEFA stock, worth $263,845. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,553

Previous 12,413 71.38%

Holding current value

$263,845

Previous $873,000 69.87%

% of portfolio

0.05%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$68.14 - $74.43 $603,720 - $659,449	-8,860 Reduced 71.38%	3,553 $263,000
Q4 2023 Jan 18, 2024	BUY	$61.3 - $70.47 $222,212 - $255,453	3,625 Added 41.25%	12,413 $873,000
Q3 2023 Oct 10, 2023	SELL	$64.04 - $69.58 $2,433 - $2,644	-38 Reduced 0.43%	8,788 $565,000
Q2 2023 Jul 17, 2023	BUY	$66.03 - $69.1 $12,149 - $12,714	184 Added 2.13%	8,826 $595,000
Q1 2023 Apr 12, 2023	BUY	$62.17 - $67.7 $64,470 - $70,204	1,037 Added 13.64%	8,642 $577,000

Q4 2022 Jan 19, 2023	BUY	$56.86 - $63.65 $91,032 - $101,903	1,601 Added 26.67%	7,605 $0
Q3 2022 Oct 17, 2022	SELL	$53.51 - $63.1 $8.19 Million - $9.66 Million	-153,104 Reduced 96.23%	6,004 $316,000
Q2 2022 Jul 12, 2022	SELL	$57.91 - $70.46 $93,003 - $113,158	-1,606 Reduced 1.0%	159,108 $9.36 Million
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $1.08 Million - $1.29 Million	17,122 Added 11.92%	160,714 $11.2 Million
Q4 2021 Feb 11, 2022	BUY	$72.36 - $77.76 $887,640 - $953,881	12,267 Added 9.34%	143,592 $10.7 Million
Q3 2021 Nov 15, 2021	BUY	$72.98 - $78.2 $1.04 Million - $1.11 Million	14,213 Added 12.14%	131,325 $9.75 Million
Q2 2021 Jul 22, 2021	BUY	$73.11 - $77.88 $987,131 - $1.05 Million	13,502 Added 13.03%	117,112 $8.77 Million
Q1 2021 Apr 27, 2021	BUY	$68.58 - $73.12 $2.58 Million - $2.75 Million	37,672 Added 57.13%	103,610 $7.47 Million
Q4 2020 Feb 08, 2021	BUY	$58.13 - $69.71 $3.83 Million - $4.6 Million	65,938 New	65,938 $4.56 Million

Others Institutions Holding IEFA

# of Institutions

1,890

Shares Held

1.47B

Call Options Held

198K

Put Options Held

49.7K

View Full List

About ISHARES TR

Ticker IEFA
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Elk River Wealth Management, LLC Ishares Tr Transaction History