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

Rockbridge Investment Management, Lcc

$780 Billion
Q4 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,654 shares of IVW stock, worth $256,190. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,654

Previous 2,654 -0.0%

Holding current value

$256,190

Previous $254 Million 6.04%

% of portfolio

0.03%

Previous 0.03%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	SELL	$79.31 - $93.31 $12,768 - $15,022	-161 Reduced 5.72%	2,654 $246 Million
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $16,773 - $19,227	255 Added 9.96%	2,815 $211 Million
Q3 2022 May 28, 2024	SELL	$57.85 - $71.43 $162,847 - $201,075	-2,815 Closed	0 $0
Q4 2020 Mar 04, 2021	BUY	$56.17 - $63.82 $125,820 - $142,956	2,240 Added 700.0%	2,560 $163,000
Q2 2020 Aug 20, 2020	BUY	$39.5 - $52.48 $12,640 - $16,793	320 New	320 $66,000

Others Institutions Holding IVW

# of Institutions

2,008

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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