Elwood & Goetz Wealth Advisory Group, LLC Ishares S&P Midcap 400 Value E Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$493 Million
Q3 2025

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 $778,958. This represents 0.16% of its overall portfolio holdings.

Number of Shares

6,109

Previous 6,109 -0.0%

Holding current value

$778,958

Previous $754,000 5.04%

% of portfolio

0.16%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

917

Shares Held

41.8M

Call Options Held

4.8K

Put Options Held

2.7K

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Elwood & Goetz Wealth Advisory Group, LLC Ishares S&P Midcap 400 Value E Transaction History