Elwood & Goetz Wealth Advisory Group, LLC Ishares Trust Ishares Esg Awar Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $402 Million
  • Q3 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 15,124 shares of ESGD stock, worth $1.18 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
15,124
Previous 14,824 2.02%
Holding current value
$1.18 Million
Previous $1.17 Million 9.0%
% of portfolio
0.32%
Previous 0.33%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$75.63 - $84.89 $22,689 - $25,467
300 Added 2.02%
15,124 $1.27 Million
Q2 2024

Jul 30, 2024
SELL
$76.22 - $82.36 $209,605 - $226,490
-2,750 Reduced 15.65%
14,824 $1.17 Million
Q1 2024

Apr 22, 2024
BUY
$73.39 - $80.18 $71,775 - $78,416
978 Added 5.89%
17,574 $1.4 Million
Q4 2023

Jan 18, 2024
SELL
$65.9 - $75.7 $6,590 - $7,570
-100 Reduced 0.6%
16,596 $1.25 Million
Q3 2023

Oct 19, 2023
SELL
$68.87 - $74.82 $386,360 - $419,740
-5,610 Reduced 25.15%
16,696 $1.15 Million
Q2 2023

Jul 28, 2023
BUY
$70.97 - $74.19 $190,625 - $199,274
2,686 Added 13.69%
22,306 $1.63 Million
Q1 2023

Apr 19, 2023
BUY
$66.27 - $72.39 $33,068 - $36,122
499 Added 2.61%
19,620 $1.41 Million
Q4 2022

Jan 27, 2023
SELL
$55.83 - $67.96 $315,327 - $383,838
-5,648 Reduced 22.8%
19,121 $1.26 Million
Q3 2022

Oct 28, 2022
BUY
$55.75 - $67.2 $245,300 - $295,680
4,400 Added 21.6%
24,769 $1.39 Million
Q2 2022

Aug 11, 2022
SELL
$61.64 - $74.67 $839,043 - $1.02 Million
-13,612 Reduced 40.06%
20,369 $1.28 Million
Q1 2022

Apr 15, 2022
BUY
$67.21 - $80.45 $1.02 Million - $1.22 Million
15,168 Added 80.63%
33,981 $2.51 Million
Q4 2021

Jan 14, 2022
SELL
$76.64 - $82.32 $34,104 - $36,632
-445 Reduced 2.31%
18,813 $1.5 Million
Q3 2021

Oct 18, 2021
BUY
$77.09 - $82.48 $322,467 - $345,013
4,183 Added 27.75%
19,258 $1.51 Million
Q2 2021

Jul 15, 2021
BUY
$76.82 - $82.21 $462,994 - $495,479
6,027 Added 66.61%
15,075 $1.19 Million
Q1 2021

Apr 15, 2021
BUY
$72.34 - $76.86 $274,240 - $291,376
3,791 Added 72.11%
9,048 $687,000
Q4 2020

Jan 22, 2021
BUY
$61.15 - $73.67 $321,465 - $387,283
5,257 New
5,257 $384,000

Others Institutions Holding ESGD

# of Institutions
635
Shares Held
93.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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