Rockbridge Investment Management, Lcc Ishares Tr Ibonds Dec 2028 Ter Transaction History

Rockbridge Investment Management, Lcc

$772 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$23.63 - $25.1 $10,349 - $10,993	438 Added 95.22%	898 $22.5 Million
Q3 2022 May 28, 2024	SELL	$23.63 - $25.66 $13,185 - $14,318	-558 Closed	0 $0
Q2 2022 May 28, 2024	BUY	$24.36 - $26.23 $1,680 - $1,809	69 Added 14.11%	558 $0
Q1 2022 May 28, 2024	BUY	$26.1 - $28.23 $12,762 - $13,804	489 New	489 $0
Q4 2021 Feb 14, 2022	BUY	$28.15 - $28.74 $1,407 - $1,437	50 Added 12.2%	460 $13,000
Q3 2021 Nov 12, 2021	BUY	$28.65 - $29.2 $744 - $759	26 Added 6.77%	410 $0
Q2 2021 Aug 05, 2021	BUY	$28.3 - $28.9 $1,245 - $1,271	44 Added 12.94%	384 $11,000
Q1 2021 May 20, 2021	BUY	$28.18 - $29.55 $704 - $738	25 Added 7.94%	340 $10,000
Q4 2020 Mar 04, 2021	BUY	$28.93 - $29.6 $1,243 - $1,272	43 Added 15.81%	315 $9,000
Q3 2020 Nov 03, 2020	BUY	$28.88 - $29.59 $750 - $769	26 Added 10.57%	272 $8,000
Q2 2020 Aug 20, 2020	BUY	$25.83 - $28.92 $6,354 - $7,114	246 New	246 $7,000

Others Institutions Holding IBDT

# of Institutions

302

Shares Held

67.5M

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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