Elwood & Goetz Wealth Advisory Group, LLC Ishares Inc Msci Global Select Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$402 Million
Q3 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Inc Msci Global Select stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 15,235 shares of PICK stock, worth $540,385. This represents 0.16% of its overall portfolio holdings.

Number of Shares

15,235

Previous 13,292 14.62%

Holding current value

$540,385

Previous $542,000 21.4%

% of portfolio

0.16%

Previous 0.15%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$36.29 - $43.35 $70,511 - $84,229	1,943 Added 14.62%	15,235 $658,000
Q2 2024 Jul 30, 2024	SELL	$40.51 - $46.12 $1,903 - $2,167	-47 Reduced 0.35%	13,292 $542,000
Q1 2024 Apr 22, 2024	BUY	$38.69 - $42.9 $17,100 - $18,961	442 Added 3.43%	13,339 $556,000
Q4 2023 Jan 18, 2024	BUY	$36.52 - $43.55 $35,168 - $41,938	963 Added 8.07%	12,897 $555,000
Q3 2023 Oct 19, 2023	BUY	$38.64 - $44.07 $425 - $484	11 Added 0.09%	11,934 $474,000
Q2 2023 Jul 28, 2023	BUY	$37.7 - $44.08 $10,970 - $12,827	291 Added 2.5%	11,923 $482,000
Q1 2023 Apr 19, 2023	SELL	$39.51 - $47.65 $4,188 - $5,050	-106 Reduced 0.9%	11,632 $496,000
Q1 2022 Apr 15, 2022	SELL	$42.32 - $51.76 $14,304 - $17,494	-338 Reduced 2.8%	11,738 $601,000
Q4 2021 Jan 14, 2022	BUY	$40.24 - $44.48 $12,393 - $13,699	308 Added 2.62%	12,076 $515,000
Q3 2021 Oct 18, 2021	SELL	$40.42 - $48.47 $3,233 - $3,877	-80 Reduced 0.68%	11,768 $480,000
Q2 2021 Jul 15, 2021	BUY	$42.55 - $50.98 $79,228 - $94,924	1,862 Added 18.65%	11,848 $535,000
Q1 2021 Apr 15, 2021	SELL	$36.52 - $44.32 $15,411 - $18,703	-422 Reduced 4.05%	9,986 $421,000
Q4 2020 Jan 22, 2021	SELL	$26.28 - $37.1 $58,840 - $83,066	-2,239 Reduced 17.7%	10,408 $384,000
Q3 2020 Oct 13, 2020	SELL	$24.37 - $28.9 $5,995 - $7,109	-246 Reduced 1.91%	12,647 $339,000
Q2 2020 Jul 13, 2020	BUY	$18.63 - $26.52 $7,172 - $10,210	385 Added 3.08%	12,893 $316,000
Q1 2020 Apr 30, 2020	BUY	$16.2 - $30.25 $202,629 - $378,367	12,508 New	12,508 $241,000

Others Institutions Holding PICK

# of Institutions

175

Shares Held

13.6M

Call Options Held

33.4K

Put Options Held

1.2K

View Full List

About ISHARES INC MSCI GLOBAL SELECT

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Elwood & Goetz Wealth Advisory Group, LLC Ishares Inc Msci Global Select Transaction History