Rockbridge Investment Management, Lcc Ishares, Inc. 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	$29.26 - $32.06 $19,223 - $21,063	657 Added 43.65%	2,162 $69.3 Million
Q3 2022 May 28, 2024	SELL	$27.67 - $32.89 $42,611 - $50,650	-1,540 Closed	0 $0
Q2 2022 May 28, 2024	BUY	$31.92 - $38.05 $1,117 - $1,331	35 Added 2.33%	1,540 $49,000
Q1 2022 May 28, 2024	BUY	$33.66 - $41.37 $50,658 - $62,261	1,505 New	1,505 $55,000
Q4 2021 Feb 14, 2022	BUY	$38.5 - $43.37 $13,244 - $14,919	344 Added 29.63%	1,505 $60,000
Q3 2021 Nov 12, 2021	BUY	$40.74 - $44.79 $1,262 - $1,388	31 Added 2.74%	1,161 $48,000
Q4 2020 Mar 04, 2021	BUY	$35.59 - $41.99 $1,993 - $2,351	56 Added 5.21%	1,130 $47,000
Q3 2020 Nov 03, 2020	BUY	$32.5 - $36.82 $34,905 - $39,544	1,074 New	1,074 $38,000

545

101M

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