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

1,241

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

More about IYW

Track This Portfolio

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.

Account

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