Elwood & Goetz Wealth Advisory Group, LLC Ishares Dj Us Tech ETF Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q4 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 14,093 shares of IYW stock, worth $2.09 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

14,093

Previous 14,271 1.25%

Holding current value

$2.09 Million

Previous $2.16 Million 3.93%

% of portfolio

0.55%

Previous 0.54%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$148.14 - $166.23 $26,368 - $29,588	-178 Reduced 1.25%	14,093 $2.25 Million
Q3 2024 Oct 23, 2024	BUY	$133.16 - $158.73 $92,279 - $109,999	693 Added 5.1%	14,271 $2.16 Million
Q2 2024 Jul 30, 2024	SELL	$124.75 - $153.46 $270,957 - $333,315	-2,172 Reduced 13.79%	13,578 $2.04 Million
Q1 2024 Apr 22, 2024	SELL	$117.5 - $136.59 $60,042 - $69,797	-511 Reduced 3.14%	15,750 $2.13 Million
Q4 2023 Jan 18, 2024	SELL	$101.31 - $123.31 $168,782 - $205,434	-1,666 Reduced 9.29%	16,261 $2 Million
Q3 2023 Oct 19, 2023	BUY	$103.39 - $113.67 $366,310 - $402,732	3,543 Added 24.63%	17,927 $1.88 Million
Q2 2023 Jul 28, 2023	SELL	$88.68 - $109.37 $189,420 - $233,614	-2,136 Reduced 12.93%	14,384 $1.57 Million
Q1 2023 Apr 19, 2023	SELL	$72.54 - $92.81 $148,997 - $190,631	-2,054 Reduced 11.06%	16,520 $1.53 Million
Q4 2022 Jan 27, 2023	SELL	$71.52 - $81.72 $763,189 - $872,034	-10,671 Reduced 36.49%	18,574 $1.38 Million
Q3 2022 Oct 28, 2022	BUY	$73.37 - $94.5 $188,560 - $242,865	2,570 Added 9.63%	29,245 $2.15 Million
Q2 2022 Aug 11, 2022	BUY	$77.53 - $105.04 $2.07 Million - $2.8 Million	26,675 New	26,675 $2.13 Million

Others Institutions Holding IYW

# of Institutions

1,243

Shares Held

84.2M

Call Options Held

118K

Put Options Held

73.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

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Elwood & Goetz Wealth Advisory Group, LLC Ishares Dj Us Tech ETF Transaction History