Elwood & Goetz Wealth Advisory Group, LLC Ishares Core S&P Sm 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 Sm Cap ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 57,256 shares of IJR stock, worth $6.62 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
57,256
Previous 58,019
1.32%
Holding current value
$6.62 Million
Previous $6.41 Million
4.77%
% of portfolio
1.74%
Previous 1.56%
Shares
23 transactions
Others Institutions Holding IJR
# of Institutions
2,478Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.03 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.51 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.11 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.98 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.84 Billion0.42% of portfolio