Elwood & Goetz Wealth Advisory Group, LLC Ishares, Inc. Ishares Esg Awar 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, Inc. Ishares Esg Awar stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 6,500 shares of ESGE stock, worth $231,595. This represents 0.05% of its overall portfolio holdings.

Number of Shares

6,500

Previous 6,618 1.78%

Holding current value

$231,595

Previous $240,000 9.58%

% of portfolio

0.05%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$33.39 - $37.66 $3,940 - $4,443	-118 Reduced 1.78%	6,500 $217,000
Q2 2024 Jul 30, 2024	BUY	$31.14 - $34.36 $6,975 - $7,696	224 Added 3.5%	6,618 $221,000
Q1 2024 Apr 22, 2024	BUY	$29.99 - $32.59 $3,808 - $4,138	127 Added 2.03%	6,394 $206,000
Q4 2023 Jan 18, 2024	BUY	$29.26 - $32.06 $183,372 - $200,920	6,267 New	6,267 $200,000
Q2 2023 Jul 28, 2023	BUY	$30.3 - $32.81 $211,766 - $229,309	6,989 New	6,989 $221,000
Q2 2022 Aug 11, 2022	SELL	$31.92 - $38.05 $328,839 - $391,991	-10,302 Reduced 58.37%	7,348 $237,000
Q1 2022 Apr 15, 2022	BUY	$33.66 - $41.37 $594,098 - $730,180	17,650 New	17,650 $648,000

Others Institutions Holding ESGE

# of Institutions

569

Shares Held

99.1M

Call Options Held

Put Options Held

View Full List

About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
Sector ETFs
Industry ETFs

More about ESGE

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, Inc. Ishares Esg Awar Transaction History