Elwood & Goetz Wealth Advisory Group, LLC Ishares Dj Us Tech 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 Dj Us Tech ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 13,578 shares of IYW stock, worth $2.05 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
13,578
Previous 15,750 13.79%
Holding current value
$2.05 Million
Previous $2.13 Million 3.95%
% of portfolio
0.58%
Previous 0.52%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,104
Shares Held
82.4M
Call Options Held
104K
Put Options Held
83.7K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Elwood & Goetz Wealth Advisory Group, LLC Portfolio

Follow Elwood & Goetz Wealth Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email