Rockbridge Investment Management, Lcc Ishares Trust Ishares Esg Awar Transaction History

Rockbridge Investment Management, Lcc

  • $1.01 Trillion
  • Q3 2025

A detailed history of Rockbridge Investment Management, Lcc transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 2,991 shares of ESGD stock, worth $283,367. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,991
Previous 2,888 3.57%
Holding current value
$283,367
Previous $258 Million 7.93%
% of portfolio
0.03%
Previous 0.03%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$87.05 - $93.19 $8,966 - $9,598
103 Added 3.57%
2,991 $278 Million
Q2 2025

Aug 11, 2025
BUY
$73.02 - $90.22 $210,881 - $260,555
2,888 New
2,888 $258 Million
Q4 2023

Feb 14, 2024
BUY
$65.9 - $75.7 $33,279 - $38,228
505 Added 48.75%
1,541 $116 Million
Q3 2022

May 28, 2024
SELL
$55.75 - $67.2 $64,558 - $77,817
-1,158 Closed
0 $0
Q2 2022

May 28, 2024
BUY
$61.64 - $74.67 $7,520 - $9,109
122 Added 11.78%
1,158 $72,000
Q1 2022

May 28, 2024
BUY
$67.21 - $80.45 $69,629 - $83,346
1,036 New
1,036 $76,000
Q4 2021

Feb 14, 2022
BUY
$76.64 - $82.32 $37,093 - $39,842
484 Added 87.68%
1,036 $82,000
Q3 2021

Nov 12, 2021
BUY
$77.09 - $82.48 $2,312 - $2,474
30 Added 5.75%
552 $43,000
Q2 2021

Aug 05, 2021
BUY
$76.82 - $82.21 $6,606 - $7,070
86 Added 19.72%
522 $41,000
Q3 2020

Nov 03, 2020
BUY
$60.95 - $65.87 $26,574 - $28,719
436 New
436 $28,000

Others Institutions Holding ESGD

# of Institutions
755
Shares Held
96.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Rockbridge Investment Management, Lcc Portfolio

Follow Rockbridge Investment Management, Lcc 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 Rockbridge Investment Management, Lcc, based on Form 13F filings with the SEC.

News

Stay updated on Rockbridge Investment Management, Lcc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email