Rockbridge Investment Management, Lcc Ishares Core S&P Total U.S. St Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$90.04 - $105.69 $52,493 - $61,617	-583 Reduced 31.31%	1,279 $135 Million
Q3 2022 May 28, 2024	SELL	$79.54 - $95.9 $101,731 - $122,656	-1,279 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$80.96 - $102.19 $123,868 - $156,350	-1,530 Reduced 54.47%	1,279 $107,000
Q1 2022 May 28, 2024	BUY	$93.09 - $107.63 $261,489 - $302,332	2,809 New	2,809 $283,000
Q2 2021 Aug 05, 2021	BUY	$92.76 - $98.86 $148,416 - $158,176	1,600 Added 610.69%	1,862 $184,000
Q2 2020 Aug 20, 2020	BUY	$54.49 - $72.8 $14,276 - $19,073	262 New	262 $18,000

1,377

303M

58.9K

20K

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