Elwood & Goetz Wealth Advisory Group, LLC Ishares Tr 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 Tr stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 30,663 shares of HYG stock, worth $2.37 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
30,663
Previous 36,432
15.83%
Holding current value
$2.37 Million
Previous $2.82 Million
15.47%
% of portfolio
0.58%
Previous 0.6%
Shares
19 transactions
Others Institutions Holding HYG
# of Institutions
1,064Shares Held
239MCall Options Held
115MPut Options Held
366M-
Clark Capital Management Group, Inc. Philadelphia, PA26.9MShares$2.09 Billion15.96% of portfolio
-
Black Rock Inc. New York, NY15.5MShares$1.2 Billion0.03% of portfolio
-
Morgan Stanley New York, NY13.7MShares$1.06 Billion0.09% of portfolio
-
Jpmorgan Chase & CO New York, NY10.9MShares$847 Million0.08% of portfolio
-
Japan Science & Technology Agency Tokyo, M010.4MShares$805 Million10.03% of portfolio