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

Elk River Wealth Management, LLC

  • $541 Million
  • Q4 2024

A detailed history of Elk River Wealth Management, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Elk River Wealth Management, LLC holds 1,727 shares of IWD stock, worth $334,278. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,727
Previous 2,203 21.61%
Holding current value
$334,278
Previous $418,000 23.68%
% of portfolio
0.06%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$183.23 - $199.79 $87,217 - $95,100
-476 Reduced 21.61%
1,727 $319,000
Q3 2024

Oct 11, 2024
SELL
$173.36 - $189.8 $4,680 - $5,124
-27 Reduced 1.21%
2,203 $418,000
Q2 2024

Jul 31, 2024
SELL
$169.4 - $179.05 $11,858 - $12,533
-70 Reduced 3.04%
2,230 $389,000
Q4 2023

Jan 18, 2024
SELL
$143.69 - $165.7 $166,536 - $192,046
-1,159 Reduced 33.51%
2,300 $380,000
Q2 2023

Jul 17, 2023
SELL
$148.55 - $157.83 $414,157 - $440,030
-2,788 Reduced 44.63%
3,459 $545,000
Q1 2023

Apr 12, 2023
SELL
$145.2 - $161.56 $62,435 - $69,470
-430 Reduced 6.44%
6,247 $951,000
Q4 2022

Jan 19, 2023
SELL
$136.78 - $158.99 $55,259 - $64,231
-404 Reduced 5.71%
6,677 $0
Q3 2022

Oct 17, 2022
BUY
$135.99 - $161.15 $700,348 - $829,922
5,150 Added 266.7%
7,081 $963,000
Q2 2022

Jul 12, 2022
SELL
$140.99 - $168.41 $23,545 - $28,124
-167 Reduced 7.96%
1,931 $280,000
Q4 2020

Feb 08, 2021
BUY
$115.84 - $136.73 $243,032 - $286,859
2,098 New
2,098 $287,000

Others Institutions Holding IWD

# of Institutions
1,815
Shares Held
265M
Call Options Held
658K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Elk River Wealth Management, LLC Portfolio

Follow Elk River Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elk River Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elk River Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email