A detailed history of Rockwood Wealth Management, LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Rockwood Wealth Management, LLC holds 44,633 shares of SHM stock, worth $2.14 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
44,633
Previous 32,001 39.47%
Holding current value
$2.14 Million
Previous $1.52 Billion 38.74%
% of portfolio
0.26%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$46.84 - $47.32 $591,682 - $597,746
12,632 Added 39.47%
44,633 $2.11 Billion
Q1 2024

Apr 22, 2024

SELL
$47.44 - $47.9 $19,023 - $19,207
-401 Reduced 1.24%
32,001 $1.52 Billion
Q4 2023

Jan 17, 2024

SELL
$46.12 - $47.85 $270,401 - $280,544
-5,863 Reduced 15.32%
32,402 $1.55 Billion
Q3 2023

Oct 10, 2023

SELL
$46.19 - $47.22 $22,032 - $22,523
-477 Reduced 1.23%
38,265 $1.77 Billion
Q2 2023

Jul 20, 2023

BUY
$46.54 - $47.72 $275,935 - $282,931
5,929 Added 18.07%
38,742 $1.82 Billion
Q1 2023

Jul 20, 2023

BUY
$46.61 - $47.68 $215,897 - $220,853
4,632 Added 16.44%
32,813 $1.56 Billion
Q4 2022

Jul 20, 2023

BUY
$46.08 - $47.2 $1.3 Million - $1.33 Million
28,181 New
28,181 $1.32 Billion
Q3 2022

Jul 20, 2023

SELL
N/A
-9,715 Closed
0 $0
Q2 2022

Jul 20, 2023

SELL
N/A
-6,567 Reduced 40.33%
9,715 $459 Million
Q1 2022

Jul 20, 2023

SELL
N/A
-189 Reduced 1.15%
16,282 $771 Million
Q4 2021

Jul 20, 2023

BUY
N/A
16,471 New
16,471 $810 Million

Others Institutions Holding SHM

About SPDR NUVEEN BLOOMBERG SHORT TE


  • Ticker SHM
  • Sector ETFs
  • Industry ETFs
More about SHM
Track This Portfolio

Track Rockwood Wealth Management, LLC Portfolio

Follow Rockwood Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rockwood Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockwood Wealth Management, LLC with notifications on news.