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

Elwood & Goetz Wealth Advisory Group, LLC

$412 Million
Q1 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 17,574 shares of ESGD stock, worth $1.4 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

17,574

Previous 16,596 5.89%

Holding current value

$1.4 Million

Previous $1.25 Million 12.05%

% of portfolio

0.34%

Previous 0.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$60.44 - $67.96 $341,365 - $383,838	-5,648 Reduced 22.8%	19,121 $1.26 Million
Q3 2022 Oct 28, 2022	BUY	$56.96 - $67.2 $250,624 - $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

613

Shares Held

93.6M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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