Elwood & Goetz Wealth Advisory Group, LLC Ishares Esg Aware U.S. Aggrega Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$402 Million
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$46.54 - $47.74 $988,183 - $1.01 Million	-21,233 Reduced 40.61%	31,058 $1.46 Million
Q4 2023 Jan 18, 2024	BUY	$44.12 - $47.93 $121,815 - $132,334	2,761 Added 5.57%	52,291 $2.5 Million
Q3 2023 Oct 19, 2023	BUY	$45.2 - $47.43 $116,299 - $122,037	2,573 Added 5.48%	49,530 $2.24 Million
Q2 2023 Jul 28, 2023	SELL	$46.98 - $48.45 $60,228 - $62,112	-1,282 Reduced 2.66%	46,957 $2.21 Million
Q1 2023 Apr 19, 2023	BUY	$46.38 - $48.56 $436,760 - $457,289	9,417 Added 24.26%	48,239 $2.32 Million
Q4 2022 Jan 27, 2023	BUY	$45.12 - $48.04 $72,237 - $76,912	1,601 Added 4.3%	38,822 $1.81 Million
Q3 2022 Oct 28, 2022	SELL	$46.02 - $50.19 $98,482 - $107,406	-2,140 Reduced 5.44%	37,221 $1.73 Million
Q2 2022 Aug 11, 2022	SELL	$47.71 - $51.47 $4.05 Million - $4.37 Million	-84,889 Reduced 68.32%	39,361 $1.93 Million
Q1 2022 Apr 15, 2022	BUY	$51.09 - $54.52 $3.85 Million - $4.1 Million	75,272 Added 153.69%	124,250 $6.42 Million
Q4 2021 Jan 14, 2022	BUY	$54.56 - $55.46 $657,120 - $667,960	12,044 Added 32.61%	48,978 $2.7 Million
Q3 2021 Oct 18, 2021	SELL	$55.13 - $55.99 $125,751 - $127,713	-2,281 Reduced 5.82%	36,934 $2.04 Million
Q2 2021 Jul 15, 2021	BUY	$54.55 - $55.32 $556,573 - $564,429	10,203 Added 35.17%	39,215 $2.17 Million
Q1 2021 Apr 15, 2021	BUY	$54.15 - $56.52 $933,546 - $974,404	17,240 Added 146.45%	29,012 $1.59 Million
Q4 2020 Jan 22, 2021	BUY	$56.07 - $56.69 $338,270 - $342,010	6,033 Added 105.12%	11,772 $666,000
Q3 2020 Oct 13, 2020	BUY	$56.45 - $57.26 $38,103 - $38,650	675 Added 13.33%	5,739 $324,000
Q2 2020 Jul 13, 2020	BUY	$55.16 - $56.55 $77,389 - $79,339	1,403 Added 38.32%	5,064 $286,000
Q1 2020 Apr 30, 2020	BUY	$52.36 - $56.29 $191,689 - $206,077	3,661 New	3,661 $203,000

Others Institutions Holding EAGG

# of Institutions

401

Shares Held

62.4M

Call Options Held

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