Elwood & Goetz Wealth Advisory Group, LLC Ishares Core S&P Mid Cap ETF Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$351 Million
Q2 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 23,369 shares of IJH stock, worth $1.45 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

23,369

Previous 24,165 3.29%

Holding current value

$1.45 Million

Previous $1.47 Million 6.82%

% of portfolio

0.39%

Previous 0.36%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,361

Shares Held

1.02B

Call Options Held

716K

Put Options Held

43.2K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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Elwood & Goetz Wealth Advisory Group, LLC Ishares Core S&P Mid Cap ETF Transaction History