Blue Rock Wealth Management LLC HARRIS OAKMARK ETF TRUST Transaction History

Blue Rock Wealth Management LLC

  • $161 Billion
  • Q3 2025
Number of Shares
204,512
Previous 130,545 56.66%
Holding current value
$5.48 Billion
Previous $3.19 Billion 71.59%
% of portfolio
3.41%
Previous 2.7%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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