Elwood & Goetz Wealth Advisory Group, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$31.03 - $35.26 $16,818 - $19,110	-542 Reduced 6.65%	7,613 $250,000
Q3 2022 Oct 28, 2022	BUY	$30.47 - $36.87 $1,096 - $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

401

33.7M

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