Elwood & Goetz Wealth Advisory Group, LLC Ishares S&P Midcap 400 Value E 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 S&P Midcap 400 Value E stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 6,078 shares of IJJ stock, worth $680,128. This represents 0.17% of its overall portfolio holdings.

Number of Shares

6,078

Previous 6,058 0.33%

Holding current value

$680,128

Previous $690,000 4.06%

% of portfolio

0.17%

Previous 0.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$109.27 - $118.29 $2,185 - $2,365	20 Added 0.33%	6,078 $718,000
Q4 2023 Jan 18, 2024	BUY	$93.05 - $115.17 $6,885 - $8,522	74 Added 1.24%	6,058 $690,000
Q1 2023 Apr 19, 2023	SELL	$97.23 - $116.09 $7,097 - $8,474	-73 Reduced 1.21%	5,984 $614,000
Q4 2022 Jan 27, 2023	SELL	$98.46 - $106.74 $4,627 - $5,016	-47 Reduced 0.77%	6,057 $610,000
Q4 2021 Jan 14, 2022	BUY	N/A	45 Added 0.74%	6,104 $676,000

Q2 2021 Jul 15, 2021	SELL	N/A	-325 Reduced 5.09%	6,059 $638,000
Q4 2020 Jan 22, 2021	BUY	N/A	3,192 Added 100.0%	6,384 $551,000
Q2 2020 Jul 13, 2020	BUY	N/A	3,192 New	3,192 $424,000

Others Institutions Holding IJJ

# of Institutions

772

Shares Held

41.5M

Call Options Held

4.1K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
Sector ETFs
Industry ETFs

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Elwood & Goetz Wealth Advisory Group, LLC Ishares S&P Midcap 400 Value E Transaction History