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

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q1 2025

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 18,149 shares of ESGD stock, worth $1.56 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
18,149
Previous 19,559 7.21%
Holding current value
$1.56 Million
Previous $1.49 Million 0.47%
% of portfolio
0.36%
Previous 0.36%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$75.32 - $84.77 $106,201 - $119,525
-1,410 Reduced 7.21%
18,149 $1.48 Million
Q4 2024

Feb 03, 2025
BUY
$75.65 - $83.47 $335,507 - $370,189
4,435 Added 29.32%
19,559 $1.49 Million
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
675
Shares Held
96.8M
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
Track This Portfolio

Track Elwood & Goetz Wealth Advisory Group, LLC Portfolio

Follow Elwood & Goetz Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email