Elwood & Goetz Wealth Advisory Group, LLC Ishares Core S&P Mid Cap ETF 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 Core S&P Mid Cap ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 23,438 shares of IJH stock, worth $1.48 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
23,438
Previous 23,369 0.3%
Holding current value
$1.48 Million
Previous $1.37 Million 6.8%
% of portfolio
0.36%
Previous 0.39%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$57.32 - $62.65 $3,955 - $4,322
69 Added 0.3%
23,438 $1.46 Million
Q2 2024

Jul 30, 2024
SELL
$56.43 - $60.79 $44,918 - $48,388
-796 Reduced 3.29%
23,369 $1.37 Million
Q1 2024

Apr 22, 2024
BUY
$56.98 - $284.98 $1.1 Million - $5.51 Million
19,328 Added 399.59%
24,165 $1.47 Million
Q4 2023

Jan 18, 2024
SELL
$232.04 - $279.85 $3,712 - $4,477
-16 Reduced 0.33%
4,837 $1.34 Million
Q3 2023

Oct 19, 2023
SELL
$246.15 - $272.4 $12,307 - $13,619
-50 Reduced 1.02%
4,853 $1.21 Million
Q2 2023

Jul 28, 2023
SELL
$240.22 - $261.48 $37,234 - $40,529
-155 Reduced 3.06%
4,903 $1.28 Million
Q1 2023

Apr 19, 2023
SELL
$237.25 - $271.72 $36,773 - $42,116
-155 Reduced 2.97%
5,058 $1.27 Million
Q4 2022

Jan 27, 2023
BUY
$44.74 - $257.0 $44,203 - $253,916
988 Added 23.38%
5,213 $1.26 Million
Q3 2022

Oct 28, 2022
SELL
$43.85 - $263.28 $5,349 - $32,120
-122 Reduced 2.81%
4,225 $926,000
Q2 2022

Aug 11, 2022
BUY
$219.07 - $270.08 $291,363 - $359,206
1,330 Added 44.08%
4,347 $983,000
Q1 2022

Apr 15, 2022
SELL
$251.21 - $285.37 $21,101 - $23,971
-84 Reduced 2.71%
3,017 $810,000
Q4 2021

Jan 14, 2022
BUY
$265.81 - $290.54 $64,591 - $70,601
243 Added 8.5%
3,101 $878,000
Q3 2021

Oct 18, 2021
SELL
$256.44 - $277.04 $41,799 - $45,157
-163 Reduced 5.4%
2,858 $752,000
Q2 2021

Jul 15, 2021
SELL
$260.21 - $276.38 $16,653 - $17,688
-64 Reduced 2.07%
3,021 $812,000
Q1 2021

Apr 15, 2021
BUY
$226.3 - $267.93 $69,474 - $82,254
307 Added 11.05%
3,085 $803,000
Q4 2020

Jan 22, 2021
BUY
$187.77 - $230.69 $23,095 - $28,374
123 Added 4.63%
2,778 $638,000
Q3 2020

Oct 13, 2020
BUY
$174.43 - $196.49 $17,617 - $19,845
101 Added 3.95%
2,655 $492,000
Q2 2020

Jul 13, 2020
BUY
$133.18 - $194.42 $340,141 - $496,548
2,554 New
2,554 $454,000

Others Institutions Holding IJH

# of Institutions
2,465
Shares Held
1.05B
Call Options Held
888K
Put Options Held
55.6K
View Full List

About ISHARES CORE S&P MID-CAP ETF

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