Rockbridge Investment Management, Lcc Ishares Msci Usa Min Vol Facto Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$70.56 - $78.63 $3,034 - $3,381	-43 Reduced 5.38%	757 $59.1 Million
Q3 2022 May 28, 2024	SELL	$66.1 - $76.63 $52,879 - $61,304	-800 Closed	0 $0
Q1 2022 May 28, 2024	BUY	$71.88 - $80.4 $57,504 - $64,320	800 New	800 $62,000
Q4 2021 Feb 14, 2022	SELL	$73.28 - $81.04 $14,949 - $16,532	-204 Reduced 20.32%	800 $65,000
Q3 2020 Nov 03, 2020	SELL	$60.74 - $66.36 $55,516 - $60,653	-914 Reduced 47.65%	1,004 $64,000
Q2 2020 Aug 20, 2020	BUY	$51.94 - $64.01 $99,620 - $122,771	1,918 New	1,918 $116,000

1,282

200M

10.6K

27K

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