Rockbridge Investment Management, Lcc Ishares Iboxx $ Investment Gra Transaction History

Rockbridge Investment Management, Lcc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$98.28 - $111.36 $112,825 - $127,841	-1,148 Reduced 67.69%	548 $60.6 Million
Q3 2022 May 28, 2024	SELL	$101.44 - $114.61 $93,121 - $105,211	-918 Closed	0 $0
Q2 2022 May 28, 2024	SELL	$107.41 - $121.51 $13,211 - $14,945	-123 Reduced 11.82%	918 $101,000
Q1 2022 May 28, 2024	BUY	$118.44 - $131.22 $123,296 - $136,600	1,041 New	1,041 $125,000
Q2 2021 Aug 05, 2021	BUY	$129.85 - $134.36 $57,783 - $59,790	445 Added 35.57%	1,696 $228,000
Q1 2021 May 20, 2021	BUY	$128.44 - $137.43 $81,045 - $86,718	631 Added 101.77%	1,251 $163,000
Q3 2020 Nov 03, 2020	BUY	$134.22 - $139.15 $20,133 - $20,872	150 Added 31.91%	620 $84,000
Q2 2020 Aug 20, 2020	BUY	$121.1 - $134.5 $56,917 - $63,215	470 New	470 $63,000

1,183

247M

39.5M

38.7M

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