Elk River Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Elk River Wealth Management, LLC

$541 Million
Q4 2024

A detailed history of Elk River Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 13,990 shares of IWB stock, worth $4.48 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

13,990

Previous 13,078 6.97%

Holding current value

$4.48 Million

Previous $4.11 Million 9.63%

% of portfolio

0.83%

Previous 0.76%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$311.11 - $335.64 $283,732 - $306,103	912 Added 6.97%	13,990 $4.51 Million
Q2 2024 Jul 31, 2024	SELL	$272.21 - $298.72 $38,381 - $42,119	-141 Reduced 1.07%	13,078 $3.89 Million
Q1 2024 Apr 15, 2024	SELL	$257.46 - $288.1 $549,419 - $614,805	-2,134 Reduced 13.9%	13,219 $3.81 Million
Q4 2023 Jan 18, 2024	SELL	$225.16 - $263.17 $249,477 - $291,592	-1,108 Reduced 6.73%	15,353 $4.03 Million
Q3 2023 Oct 10, 2023	SELL	$234.05 - $252.17 $1.53 Million - $1.65 Million	-6,534 Reduced 28.41%	16,461 $3.87 Million
Q2 2023 Jul 17, 2023	BUY	$221.85 - $243.74 $1.57 Million - $1.72 Million	7,065 Added 44.35%	22,995 $5.6 Million
Q1 2023 Apr 12, 2023	SELL	$208.78 - $230.55 $945,982 - $1.04 Million	-4,531 Reduced 22.14%	15,930 $3.59 Million
Q4 2022 Jan 19, 2023	BUY	$196.94 - $224.49 $39,191 - $44,673	199 Added 0.98%	20,461 $0
Q3 2022 Oct 17, 2022	BUY	$197.33 - $237.63 $976,388 - $1.18 Million	4,948 Added 32.31%	20,262 $4 Million
Q4 2021 Feb 11, 2022	SELL	$241.33 - $266.02 $69,985 - $77,145	-290 Reduced 1.86%	15,314 $4.05 Million
Q3 2021 Nov 15, 2021	SELL	$239.32 - $255.42 $5,743 - $6,130	-24 Reduced 0.15%	15,604 $3.77 Million
Q2 2021 Jul 22, 2021	SELL	$226.48 - $242.11 $410,381 - $438,703	-1,812 Reduced 10.39%	15,628 $3.78 Million
Q1 2021 Apr 27, 2021	SELL	$208.89 - $225.24 $452,873 - $488,320	-2,168 Reduced 11.06%	17,440 $3.9 Million
Q4 2020 Feb 08, 2021	BUY	$182.85 - $211.84 $3.59 Million - $4.15 Million	19,608 New	19,608 $4.15 Million

Others Institutions Holding IWB

# of Institutions

1,468

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Elk River Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History