Elwood & Goetz Wealth Advisory Group, LLC Ishares Tr 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 Tr stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 22,021 shares of HYG stock, worth $1.73 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
22,021
Previous 21,481 2.51%
Holding current value
$1.73 Million
Previous $1.66 Million 6.7%
% of portfolio
0.44%
Previous 0.47%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
$76.72 - $80.36 $41,428 - $43,394
540 Added 2.51%
22,021 $1.77 Million
Q2 2024

Jul 30, 2024
SELL
$75.68 - $77.45 $694,893 - $711,145
-9,182 Reduced 29.94%
21,481 $1.66 Million
Q1 2024

Apr 22, 2024
SELL
$76.57 - $77.9 $441,732 - $449,405
-5,769 Reduced 15.83%
30,663 $2.38 Million
Q4 2023

Jan 18, 2024
BUY
$71.78 - $77.94 $112,909 - $122,599
1,573 Added 4.51%
36,432 $2.82 Million
Q3 2023

Oct 19, 2023
BUY
$73.48 - $75.65 $154,601 - $159,167
2,104 Added 6.42%
34,859 $2.57 Million
Q2 2023

Jul 28, 2023
BUY
$73.57 - $75.42 $80,338 - $82,358
1,092 Added 3.45%
32,755 $2.46 Million
Q1 2023

Apr 19, 2023
BUY
$73.04 - $77.2 $185,667 - $196,242
2,542 Added 8.73%
31,663 $2.39 Million
Q4 2022

Jan 27, 2023
SELL
$71.24 - $76.11 $451,305 - $482,156
-6,335 Reduced 17.87%
29,121 $2.14 Million
Q3 2022

Oct 28, 2022
BUY
$71.13 - $78.94 $38,196 - $42,390
537 Added 1.54%
35,456 $2.53 Million
Q2 2022

Aug 11, 2022
BUY
$73.1 - $82.57 $742,184 - $838,333
10,153 Added 41.0%
34,919 $2.57 Million
Q1 2022

Apr 15, 2022
BUY
$79.97 - $86.97 $204,083 - $221,947
2,552 Added 11.49%
24,766 $2.04 Million
Q4 2021

Jan 14, 2022
BUY
$85.37 - $87.5 $204,375 - $209,475
2,394 Added 12.08%
22,214 $1.93 Million
Q3 2021

Oct 18, 2021
BUY
$86.98 - $88.14 $164,044 - $166,232
1,886 Added 10.52%
19,820 $1.73 Million
Q2 2021

Jul 15, 2021
BUY
$86.61 - $88.04 $170,968 - $173,790
1,974 Added 12.37%
17,934 $1.58 Million
Q1 2021

Apr 15, 2021
BUY
$85.73 - $87.78 $213,381 - $218,484
2,489 Added 18.48%
15,960 $1.39 Million
Q4 2020

Jan 22, 2021
BUY
$83.46 - $87.3 $173,513 - $181,496
2,079 Added 18.25%
13,471 $1.18 Million
Q3 2020

Oct 13, 2020
BUY
$81.53 - $85.39 $155,966 - $163,351
1,913 Added 20.18%
11,392 $956,000
Q2 2020

Jul 13, 2020
BUY
$73.55 - $84.56 $272,649 - $313,463
3,707 Added 64.22%
9,479 $774,000
Q1 2020

Apr 30, 2020
BUY
$68.63 - $88.43 $135,269 - $174,295
1,971 Added 51.85%
5,772 $445,000
Q4 2019

Jan 14, 2020
BUY
$86.04 - $88.21 $49,817 - $51,073
579 Added 17.97%
3,801 $334,000
Q3 2019

Oct 11, 2019
BUY
$85.49 - $87.52 $275,448 - $281,989
3,222 New
3,222 $281,000

Others Institutions Holding HYG

# of Institutions
1,079
Shares Held
235M
Call Options Held
97.2M
Put Options Held
326M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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