Elwood & Goetz Wealth Advisory Group, LLC Ishares Dj Us Tech ETF 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 Dj Us Tech ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 14,271 shares of IYW stock, worth $2.36 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
14,271
Previous 13,578 5.1%
Holding current value
$2.36 Million
Previous $2.04 Million 5.87%
% of portfolio
0.54%
Previous 0.58%

Shares

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

Oct 23, 2024
BUY
$133.16 - $158.73 $92,279 - $109,999
693 Added 5.1%
14,271 $2.16 Million
Q2 2024

Jul 30, 2024
SELL
$124.75 - $153.46 $270,957 - $333,315
-2,172 Reduced 13.79%
13,578 $2.04 Million
Q1 2024

Apr 22, 2024
SELL
$117.5 - $136.59 $60,042 - $69,797
-511 Reduced 3.14%
15,750 $2.13 Million
Q4 2023

Jan 18, 2024
SELL
$101.31 - $123.31 $168,782 - $205,434
-1,666 Reduced 9.29%
16,261 $2 Million
Q3 2023

Oct 19, 2023
BUY
$103.39 - $113.67 $366,310 - $402,732
3,543 Added 24.63%
17,927 $1.88 Million
Q2 2023

Jul 28, 2023
SELL
$88.68 - $109.37 $189,420 - $233,614
-2,136 Reduced 12.93%
14,384 $1.57 Million
Q1 2023

Apr 19, 2023
SELL
$72.54 - $92.81 $148,997 - $190,631
-2,054 Reduced 11.06%
16,520 $1.53 Million
Q4 2022

Jan 27, 2023
SELL
$71.52 - $81.72 $763,189 - $872,034
-10,671 Reduced 36.49%
18,574 $1.38 Million
Q3 2022

Oct 28, 2022
BUY
$73.37 - $94.5 $188,560 - $242,865
2,570 Added 9.63%
29,245 $2.15 Million
Q2 2022

Aug 11, 2022
BUY
$77.53 - $105.04 $2.07 Million - $2.8 Million
26,675 New
26,675 $2.13 Million

Others Institutions Holding IYW

# of Institutions
1,149
Shares Held
84.4M
Call Options Held
80.4K
Put Options Held
33.1K
View Full List

About ISHARES DJ US TECH ETF

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