Elwood & Goetz Wealth Advisory Group, LLC Ishares Tr 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 Tr stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 32,903 shares of HYG stock, worth $2.59 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares

32,903

Previous 29,577 11.25%

Holding current value

$2.59 Million

Previous $2.33 Million 11.56%

% of portfolio

0.64%

Previous 0.57%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$78.51 - $80.11 $261,124 - $266,445	3,326 Added 11.25%	32,903 $2.6 Million
Q4 2024 Feb 03, 2025	BUY	$78.09 - $80.04 $590,048 - $604,782	7,556 Added 34.31%	29,577 $2.33 Million
Q3 2024 Oct 23, 2024	BUY	$76.72 - $80.36 $41,428 - $43,394	540 Added 2.51%	22,021 $1.77 Million
Q2 2024 Jul 30, 2024	SELL	$75.68 - $77.45 $694,893 - $711,145	-9,182 Reduced 29.94%	21,481 $1.66 Million
Q1 2024 Apr 22, 2024	SELL	$76.57 - $77.9 $441,732 - $449,405	-5,769 Reduced 15.83%	30,663 $2.38 Million
Q4 2023 Jan 18, 2024	BUY	$71.78 - $77.94 $112,909 - $122,599	1,573 Added 4.51%	36,432 $2.82 Million
Q3 2023 Oct 19, 2023	BUY	$73.48 - $75.65 $154,601 - $159,167	2,104 Added 6.42%	34,859 $2.57 Million
Q2 2023 Jul 28, 2023	BUY	$73.57 - $75.42 $80,338 - $82,358	1,092 Added 3.45%	32,755 $2.46 Million
Q1 2023 Apr 19, 2023	BUY	$73.04 - $77.2 $185,667 - $196,242	2,542 Added 8.73%	31,663 $2.39 Million
Q4 2022 Jan 27, 2023	SELL	$71.24 - $76.11 $451,305 - $482,156	-6,335 Reduced 17.87%	29,121 $2.14 Million
Q3 2022 Oct 28, 2022	BUY	$71.13 - $78.94 $38,196 - $42,390	537 Added 1.54%	35,456 $2.53 Million
Q2 2022 Aug 11, 2022	BUY	$73.1 - $82.57 $742,184 - $838,333	10,153 Added 41.0%	34,919 $2.57 Million
Q1 2022 Apr 15, 2022	BUY	$79.97 - $86.97 $204,083 - $221,947	2,552 Added 11.49%	24,766 $2.04 Million
Q4 2021 Jan 14, 2022	BUY	$85.37 - $87.5 $204,375 - $209,475	2,394 Added 12.08%	22,214 $1.93 Million
Q3 2021 Oct 18, 2021	BUY	$86.98 - $88.14 $164,044 - $166,232	1,886 Added 10.52%	19,820 $1.73 Million
Q2 2021 Jul 15, 2021	BUY	$86.61 - $88.04 $170,968 - $173,790	1,974 Added 12.37%	17,934 $1.58 Million
Q1 2021 Apr 15, 2021	BUY	$85.73 - $87.78 $213,381 - $218,484	2,489 Added 18.48%	15,960 $1.39 Million
Q4 2020 Jan 22, 2021	BUY	$83.46 - $87.3 $173,513 - $181,496	2,079 Added 18.25%	13,471 $1.18 Million
Q3 2020 Oct 13, 2020	BUY	$81.53 - $85.39 $155,966 - $163,351	1,913 Added 20.18%	11,392 $956,000
Q2 2020 Jul 13, 2020	BUY	$73.55 - $84.56 $272,649 - $313,463	3,707 Added 64.22%	9,479 $774,000
Q1 2020 Apr 30, 2020	BUY	$68.63 - $88.43 $135,269 - $174,295	1,971 Added 51.85%	5,772 $445,000
Q4 2019 Jan 14, 2020	BUY	$86.04 - $88.21 $49,817 - $51,073	579 Added 17.97%	3,801 $334,000
Q3 2019 Oct 11, 2019	BUY	$85.49 - $87.52 $275,448 - $281,989	3,222 New	3,222 $281,000

Others Institutions Holding HYG

# of Institutions

1,157

Shares Held

216M

Call Options Held

95.9M

Put Options Held

309M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Elwood & Goetz Wealth Advisory Group, LLC Ishares Tr Transaction History