Rockbridge Investment Management, Lcc Ishares S&P 500 Value ETF Transaction History

Rockbridge Investment Management, Lcc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$147.64 - $174.21 $17,569 - $20,730	119 Added 23.85%	618 $107 Million
Q3 2022 May 28, 2024	SELL	$128.52 - $150.96 $90,092 - $105,822	-701 Closed	0 $0
Q2 2022 May 28, 2024	BUY	$133.27 - $158.52 $1,332 - $1,585	10 Added 1.45%	701 $96,000
Q1 2022 May 28, 2024	BUY	$147.46 - $159.06 $101,894 - $109,910	691 New	691 $107,000
Q4 2020 Mar 04, 2021	BUY	$109.93 - $128.18 $37,376 - $43,581	340 Added 213.84%	499 $64,000
Q2 2020 Aug 20, 2020	BUY	$91.94 - $119.67 $14,618 - $19,027	159 New	159 $17,000

1,529

139M

91.7K

29.4K

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