Rockbridge Investment Management, Lcc Ishares 0 5 Year Investment Gr Transaction History

Rockbridge Investment Management, Lcc

  • $772 Billion
  • Q3 2024

A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 67,063 shares of SLQD stock, worth $3.34 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
67,063
Previous 77,145 13.07%
Holding current value
$3.34 Million
Previous $3.8 Billion 10.99%
% of portfolio
0.44%
Previous 0.54%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$49.07 - $50.44 $494,723 - $508,536
-10,082 Reduced 13.07%
67,063 $3.38 Billion
Q2 2024

Aug 14, 2024
SELL
$48.75 - $49.28 $24,911 - $25,182
-511 Reduced 0.66%
77,145 $3.8 Billion
Q1 2024

May 15, 2024
SELL
$48.97 - $49.36 $108,125 - $108,986
-2,208 Reduced 2.76%
77,656 $3.82 Billion
Q4 2023

Feb 14, 2024
BUY
$47.66 - $49.2 $548,852 - $566,587
11,516 Added 16.85%
79,864 $3.93 Billion
Q3 2023

May 28, 2024
SELL
$47.89 - $48.35 $22,891 - $23,111
-478 Reduced 0.64%
74,764 $3.59 Million
Q2 2023

May 28, 2024
BUY
$48.08 - $48.64 $55,003 - $55,644
1,144 Added 1.54%
75,242 $3.63 Million
Q1 2023

May 28, 2024
SELL
$47.6 - $48.55 $67,734 - $69,086
-1,423 Reduced 1.88%
74,098 $3.59 Million
Q4 2022

May 28, 2024
BUY
$46.96 - $48.14 $152,948 - $156,791
3,257 Added 4.51%
75,521 $3.61 Million
Q3 2022

May 28, 2024
SELL
$47.28 - $49.07 $76,640 - $79,542
-1,621 Reduced 2.19%
72,264 $3.44 Million
Q2 2022

May 28, 2024
SELL
$47.87 - $49.29 $266,731 - $274,643
-5,572 Reduced 7.01%
73,885 $3.58 Million
Q1 2022

May 28, 2024
BUY
$49.19 - $51.02 $88,591 - $91,887
1,801 Added 2.32%
79,457 $3.92 Million
Q4 2021

Feb 14, 2022
BUY
$50.99 - $51.69 $752,714 - $763,047
14,762 Added 27.55%
68,348 $3.49 Million
Q3 2021

Nov 12, 2021
SELL
$51.65 - $51.91 $11,259 - $11,316
-218 Reduced 0.41%
53,586 $2.77 Million
Q2 2021

Aug 05, 2021
BUY
$51.69 - $51.96 $21,916 - $22,031
424 Added 0.79%
53,804 $2.79 Million
Q1 2021

May 20, 2021
SELL
$51.61 - $52.18 $36,488 - $36,891
-707 Reduced 1.31%
53,380 $2.76 Million
Q4 2020

Mar 04, 2021
SELL
$51.98 - $52.22 $34,358 - $34,517
-661 Reduced 1.21%
54,087 $2.82 Million
Q3 2020

Nov 03, 2020
SELL
$52.04 - $52.29 $133,534 - $134,176
-2,566 Reduced 4.48%
54,748 $2.85 Million
Q2 2020

Aug 20, 2020
BUY
$49.8 - $52.12 $2.85 Million - $2.99 Million
57,314 New
57,314 $2.99 Million

Others Institutions Holding SLQD

# of Institutions
242
Shares Held
24.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

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