Elwood & Goetz Wealth Advisory Group, LLC Ishares, Inc. 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, Inc. Ishares Esg Awar stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 6,618 shares of ESGE stock, worth $222,894. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,618
Previous 6,618 -0.0%
Holding current value
$222,894
Previous $221,000 8.6%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
547
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

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