Rockbridge Investment Management, Lcc Ishares Trust Ishares Esg Awar Transaction History

Rockbridge Investment Management, Lcc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$65.9 - $75.7 $33,279 - $38,228	505 Added 48.75%	1,541 $116 Million
Q3 2022 May 28, 2024	SELL	$55.75 - $67.2 $64,558 - $77,817	-1,158 Closed	0 $0
Q2 2022 May 28, 2024	BUY	$61.64 - $74.67 $7,520 - $9,109	122 Added 11.78%	1,158 $72,000
Q1 2022 May 28, 2024	BUY	$67.21 - $80.45 $69,629 - $83,346	1,036 New	1,036 $76,000
Q4 2021 Feb 14, 2022	BUY	$76.64 - $82.32 $37,093 - $39,842	484 Added 87.68%	1,036 $82,000
Q3 2021 Nov 12, 2021	BUY	$77.09 - $82.48 $2,312 - $2,474	30 Added 5.75%	552 $43,000
Q2 2021 Aug 05, 2021	BUY	$76.82 - $82.21 $6,606 - $7,070	86 Added 19.72%	522 $41,000
Q3 2020 Nov 03, 2020	BUY	$60.95 - $65.87 $26,574 - $28,719	436 New	436 $28,000

634

93.2M

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