Elwood & Goetz Wealth Advisory Group, LLC Ishares Esg Aware Msci Usa Sma 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 Esg Aware Msci Usa Sma stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 7,058 shares of ESML stock, worth $269,897. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,058
Previous 7,054 0.06%
Holding current value
$269,897
Previous $268,000 5.97%
% of portfolio
0.07%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$36.33 - $40.27 $145 - $161
4 Added 0.06%
7,058 $284,000
Q4 2023

Jan 18, 2024
BUY
$30.96 - $38.59 $2,693 - $3,357
87 Added 1.25%
7,054 $268,000
Q3 2023

Oct 19, 2023
SELL
$33.21 - $37.37 $4,848 - $5,456
-146 Reduced 2.05%
6,967 $234,000
Q2 2023

Jul 28, 2023
SELL
$32.46 - $35.52 $18,696 - $20,459
-576 Reduced 7.49%
7,113 $252,000
Q1 2023

Apr 19, 2023
BUY
$32.27 - $37.51 $2,452 - $2,850
76 Added 1.0%
7,689 $261,000
Q4 2022

Jan 27, 2023
SELL
$32.22 - $35.26 $17,463 - $19,110
-542 Reduced 6.65%
7,613 $250,000
Q3 2022

Oct 28, 2022
BUY
$31.07 - $36.87 $1,118 - $1,327
36 Added 0.44%
8,155 $250,000
Q2 2022

Aug 11, 2022
BUY
$30.34 - $38.42 $303 - $384
10 Added 0.12%
8,119 $256,000
Q1 2022

Apr 15, 2022
BUY
$35.57 - $40.83 $106 - $122
3 Added 0.04%
8,109 $308,000
Q4 2021

Jan 14, 2022
BUY
$38.24 - $42.82 $1,988 - $2,226
52 Added 0.65%
8,106 $327,000
Q3 2021

Oct 18, 2021
BUY
$37.66 - $40.76 $303,313 - $328,281
8,054 New
8,054 $314,000

Others Institutions Holding ESML

# of Institutions
395
Shares Held
32.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

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