Elk River Wealth Management, LLC Ishares Inc Transaction History

Elk River Wealth Management, LLC

$505 Million
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 18, 2024	BUY	$45.74 - $50.64 $186,847 - $206,864	4,085 New	4,085 $206,000
Q1 2022 Apr 18, 2022	SELL	$51.27 - $62.07 $4.16 Million - $5.03 Million	-81,061 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$57.97 - $64.38 $3.78 Million - $4.19 Million	65,145 Added 409.31%	81,061 $4.85 Million
Q3 2021 Nov 15, 2021	SELL	$60.55 - $66.68 $7.18 Million - $7.91 Million	-118,627 Reduced 88.17%	15,916 $983,000
Q2 2021 Jul 22, 2021	BUY	$63.17 - $68.14 $946,918 - $1.02 Million	14,990 Added 12.54%	134,543 $9.01 Million
Q1 2021 Apr 27, 2021	BUY	$62.41 - $69.46 $3.37 Million - $3.75 Million	53,996 Added 82.36%	119,553 $7.69 Million
Q4 2020 Feb 08, 2021	BUY	$52.65 - $62.1 $3.45 Million - $4.07 Million	65,557 New	65,557 $4.07 Million

Others Institutions Holding IEMG

# of Institutions

1,831

Shares Held

1.23B

Call Options Held

143K

Put Options Held

17.4K

Bank Of America Corp Charlotte, NC

146M
Shares

$7.85 Billion
0.7% of portfolio
Morgan Stanley New York, NY

76.5M
Shares

$4.1 Billion
0.32% of portfolio
Creative Planning Overland Park, KS

70.2M
Shares

$3.77 Billion
4.02% of portfolio
Wells Fargo & Company San Francisco, CA

46.5M
Shares

$2.5 Billion
0.61% of portfolio
Tiaa Trust, National Association Charlotte, NC

41M
Shares

$2.2 Billion
6.79% of portfolio

About ISHARES INC

Ticker IEMG
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