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

Rockbridge Investment Management, Lcc

$933 Billion
Q2 2025

A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,888 shares of ESGD stock, worth $271,154. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,888

Holding current value

$271,154

% of portfolio

0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$73.02 - $90.22 $210,881 - $260,555	2,888 New	2,888 $258 Million
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

Others Institutions Holding ESGD

# of Institutions

727

Shares Held

96.1M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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