Elk River Wealth Management, LLC ITA Holdings History
Elk River Wealth Management, LLC's iShares U.S. Aerospace & Defense ETF Holding Summary
As of 2025-03-31, Elk River Wealth Management, LLC held - shares of iShares U.S. Aerospace & Defense ETF(ITA), totaling N/A. This investment constitutes 0% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0% of the outstanding iShares U.S. Aerospace & Defense ETF(ITA) stock.
The initial trade took place in 2024Q4. And since then Elk River Wealth Management, LLC has made 1 purchases of ITA, at an average price of $150.65, for a total of 18,936.00 shares. In addition, there have been 1 sales at an average price of $152.74 for 18,936.00 shares. Based on historical transaction data and ITA's current price of $187.55, Elk River Wealth Management, LLC's estimated gain on his ITA holdings is $39,576.24, reflecting a 1.39% gain to date.
Elk River Wealth Management, LLC ITA ($187.55) Holding Chart
Elk River Wealth Management, LLC ITA ($187.55) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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