Elwood & Goetz Wealth Advisory Group, LLC Ishares S&P Midcap 400 Value E 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 S&P Midcap 400 Value E stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 6,109 shares of IJJ stock, worth $768,023. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,109
Previous 6,078 0.51%
Holding current value
$768,023
Previous $689,000 9.58%
% of portfolio
0.19%
Previous 0.2%

Shares

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

Oct 23, 2024
BUY
$111.9 - $124.28 $3,468 - $3,852
31 Added 0.51%
6,109 $755,000
Q1 2024

Apr 22, 2024
BUY
$109.27 - $118.29 $2,185 - $2,365
20 Added 0.33%
6,078 $718,000
Q4 2023

Jan 18, 2024
BUY
$93.05 - $115.17 $6,885 - $8,522
74 Added 1.24%
6,058 $690,000
Q1 2023

Apr 19, 2023
SELL
$97.23 - $116.09 $7,097 - $8,474
-73 Reduced 1.21%
5,984 $614,000
Q4 2022

Jan 27, 2023
SELL
$91.7 - $106.74 $4,309 - $5,016
-47 Reduced 0.77%
6,057 $610,000
Q4 2021

Jan 14, 2022
BUY
$103.36 - $113.35 $4,651 - $5,100
45 Added 0.74%
6,104 $676,000
Q2 2021

Jul 15, 2021
SELL
$102.45 - $110.12 $33,296 - $35,789
-325 Reduced 5.09%
6,059 $638,000
Q4 2020

Jan 22, 2021
BUY
$68.27 - $86.35 $217,917 - $275,629
3,192 Added 100.0%
6,384 $551,000
Q2 2020

Jul 13, 2020
BUY
$50.55 - $75.5 $161,355 - $240,996
3,192 New
3,192 $424,000

Others Institutions Holding IJJ

# of Institutions
813
Shares Held
40.8M
Call Options Held
8.9K
Put Options Held
2K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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