Blue Rock Wealth Management LLC HARRIS OAKMARK ETF TRUST Transaction History

Blue Rock Wealth Management LLC

  • $161 Billion
  • Q4 2025
Number of Shares
197,742
Previous 204,512 3.31%
Holding current value
$5.61 Billion
Previous $5.48 Billion 2.39%
% of portfolio
3.48%
Previous 3.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
N/A
-6,770 Reduced 3.31%
197,742 $5.61 Billion
Q3 2025

Oct 21, 2025
BUY
N/A
73,967 Added 56.66%
204,512 $5.48 Billion
Q2 2025

Oct 21, 2025
SELL
N/A
-16,407 Reduced 8.02%
188,105 $4.83 Billion
Q1 2025

May 20, 2025
BUY
N/A
130,545 New
130,545 $3.19 Billion
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