ELK RIVER WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
ELK RIVER WEALTH MANAGEMENT, LLC portfolio value:
$17.32M
portfolio value
ELK RIVER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.62% | 771 shares | -698K | $358.65 | 48.29K |
| Q2 2022 | share | Increase | +5.67% | 2.54K shares | -2.38M | $379.15 | 47.52K |
| Q1 2022 | share | Increase | +9.48% | 3.89K shares | 811K | $453.69 | 44.97K |
| Q4 2021 | share | Increase | +2.45% | 984 shares | 2.32M | $478.18 | 41.07K |
| Q3 2021 | share | Increase | +8.70% | 3.21K shares | 1.41M | $430.82 | 40.09K |
| Q2 2021 | share | Increase | +4.48% | 1.58K shares | 1.81M | $428.29 | 36.88K |
| Q1 2021 | share | Increase | +8.87% | 2.87K shares | 1.87M | $395.17 | 35.30K |
| Q4 2020 | share | Increase | 0.00% | 32.42K shares | 12.17M | $371.65 | 32.42K |