Balanced Rock Investment Advisor Purchases and Sells in Q2 2025

Balanced Rock Investment Advisor

  • $127 Billion
  • Q2 2025

Top Buys

Incresed Positions

32 operations
Stock Shares change Price Range Shares Held Trade History
40.5K
+ 36.69%
$32.04 - $38.14 $1.3M - $1.54M
151K $5.75B
8.08K
+ 31.22%
$108.06 - $135.3 $873K - $1.09M
34K $4.6B
DIMENSIONAL ETF TRUST
51.7K
+ 55.28%
N/A
145K $3.89B
4.97K
+ 2.47%
N/A
206K $8.12B
18K
+ 53.65%
$50.47 - $54.75 $906K - $983K
51.4K $2.7B
1.79K
+ 28.59%
$228.25 - $285.3 $408K - $510K
8.03K $2.29B
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
MORGAN STANLEY ETF TRUST
122K
New
N/A
122K $6.21B
61.8K
New
$59.24 - $71.39 $3.66M - $4.41M
61.8K $4.4B
VANGUARD MUN BD FDS
32.4K
New
N/A
32.4K $2.38B
51.7K
New
$41.11 - $42.42 $2.13M - $2.19M
51.7K $2.16B
43.7K
New
$47.03 - $48.37 $2.05M - $2.11M
43.7K $2.11B
5K
New
$228.54 - $279.83 $1.14M - $1.4M
5K $1.4B
View all

Top Sells

Reduced Positions

53 operations
Stock Shares change Price Range Shares Held Trade History
-130K
- 91.58%
$48.13 - $49.85 $6.26M - $6.48M
12K $586M
-144K
- 68.17%
$42.54 - $43.56 $6.12M - $6.27M
67.2K $2.93B
-116K
- 68.87%
$46.41 - $47.7 $5.38M - $5.53M
52.4K $2.49B
-70.3K
- 37.5%
$41.54 - $53.93 $2.92M - $3.79M
117K $6.32B
-36.3K
- 54.49%
N/A
30.3K $1.98B
-25.7K
- 59.23%
$72.02 - $73.82 $1.85M - $1.9M
17.7K $1.3B
View all
Activity Summary
Buys All Purchases 42 New Holdings 10 Increased Positions 32 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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