Elwood & Goetz Wealth Advisory Group, LLC Ishares, Inc. 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, Inc. Ishares Esg Awar stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 6,448 shares of ESGE stock, worth $226,711. This represents 0.06% of its overall portfolio holdings.

Number of Shares

6,448

Previous 6,500 0.8%

Holding current value

$226,711

Previous $217,000 3.69%

% of portfolio

0.06%

Previous 0.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$32.74 - $36.2 $1,702 - $1,882	-52 Reduced 0.8%	6,448 $225,000
Q4 2024 Feb 03, 2025	SELL	$33.39 - $37.66 $3,940 - $4,443	-118 Reduced 1.78%	6,500 $217,000
Q2 2024 Jul 30, 2024	BUY	$31.14 - $34.36 $6,975 - $7,696	224 Added 3.5%	6,618 $221,000
Q1 2024 Apr 22, 2024	BUY	$29.99 - $32.59 $3,808 - $4,138	127 Added 2.03%	6,394 $206,000
Q4 2023 Jan 18, 2024	BUY	$29.26 - $32.06 $183,372 - $200,920	6,267 New	6,267 $200,000
Q2 2023 Jul 28, 2023	BUY	$30.3 - $32.81 $211,766 - $229,309	6,989 New	6,989 $221,000
Q2 2022 Aug 11, 2022	SELL	$31.92 - $38.05 $328,839 - $391,991	-10,302 Reduced 58.37%	7,348 $237,000
Q1 2022 Apr 15, 2022	BUY	$33.66 - $41.37 $594,098 - $730,180	17,650 New	17,650 $648,000

Others Institutions Holding ESGE

# of Institutions

567

Shares Held

101M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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Elwood & Goetz Wealth Advisory Group, LLC Ishares, Inc. Ishares Esg Awar Transaction History