Rockwood Wealth Management, LLC Purchases in Q4 2024

Rockwood Wealth Management, LLC

  • $926 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.73M
+ 2687.56%
$29.77 - $30.19 $51.4M - $52.1M
1.79M $53.5B
MEAR
Blackrock Short Maturity Munic

ETFs
664K
+ 69.75%
$49.94 - $50.28 $33.2M - $33.4M
1.62M $80.8B
SPIB
Spdr Portfolio Intermediate Te

ETFs
663K
New
$32.65 - $33.68 $21.6M - $22.3M
663K $21.7B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
373K
+ 3.99%
$33.92 - $36.6 $12.7M - $13.7M
9.72M $337B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
315K
+ 32.11%
$26.16 - $28.82 $8.24M - $9.07M
1.3M $33.9B
Dimensional ETF Trust
60.5K
New
N/A
60.5K $1.54B
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
+ 17.93%
$570.51 - $610.59 $753K - $806K
8.68K $5.13B
ET
Energy Transfer LP

Energy
3.42K
+ 2.67%
$16.05 - $19.86 $54.9K - $67.9K
132K $2.58B
VGIT
Vanguard Intermediate Term Tre

ETFs
6.78K
New
$57.78 - $60.4 $392K - $410K
6.78K $394M
VTI
Vanguard Total Stock Market Et

ETFs
817
+ 4.68%
$280.04 - $302.45 $229K - $247K
18.3K $5.31B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.79K
+ 16.09%
$61.68 - $67.87 $357K - $393K
41.8K $2.6B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.95K
New
$87.25 - $95.52 $345K - $377K
3.95K $349M
IVE
Ishares S&P 500 Value ETF

ETFs
1.69K
New
$189.5 - $206.17 $321K - $349K
1.69K $323M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.7K
New
$22.4 - $68.28 $307K - $935K
13.7K $319M
LEXI
Listed Fds Tr Alexis Practical

ETFs
8.7K
New
$30.14 - $31.82 $262K - $277K
8.7K $269M
FCF
First Commonwealth Financial Corp

Financial Services
14.8K
New
$16.24 - $19.41 $240K - $286K
14.8K $249M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.69K
+ 21.76%
$94.43 - $105.47 $160K - $178K
9.46K $968M
XLY
Select Sector Spdr Consumer Di

ETFs
977
New
$194.8 - $239.43 $190K - $234K
977 $221M
VUG
Vanguard Growth ETF

ETFs
57
+ 0.9%
$378.79 - $428.11 $21.6K - $24.4K
6.39K $2.65B
MGK
Vanguard Mega Cap Growth ETF

ETFs
619
New
$316.94 - $357.88 $196K - $222K
619 $215M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.39K
New
$22.01 - $66.82 $207K - $628K
9.39K $214M
VTV
Vanguard Value ETF

ETFs
1.18K
+ 30.54%
$168.32 - $181.87 $199K - $215K
5.05K $854M
ENB
Enbridge Inc

Energy
3.28K
+ 30.08%
$40.4 - $43.92 $133K - $144K
14.2K $598M
VGT
Vanguard Information Technolog

ETFs
70
+ 2.9%
$571.78 - $647.97 $40K - $45.4K
2.48K $1.56B
DVY
Ishares Tr

ETFs
862
+ 45.42%
$129.55 - $143.41 $112K - $124K
2.76K $361M
UVE
Universal Insurance Holdings, Inc.

Financial Services
5.34K
+ 48.36%
$16.9 - $22.98 $90.2K - $123K
16.4K $337M
EPD
Enterprise Products Partners L.P.

Energy
677
+ 2.37%
$28.66 - $34.43 $19.4K - $23.3K
29.2K $912M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
925
+ 25.0%
$99.2 - $108.47 $91.8K - $100K
4.63K $459M
QQQ
Invesco Qqq Trust, Series 1

ETFs
11
+ 0.63%
$481.22 - $538.17 $5.29K - $5.92K
1.75K $904M
XLK
Technology Sector Spdr

ETFs
145
+ 9.26%
$220.26 - $241.44 $31.9K - $35K
1.71K $401M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
685
+ 4.06%
$113.92 - $127.38 $78K - $87.3K
17.5K $2.02B
XLE
Energy Sector Spdr

ETFs
489
+ 20.65%
$83.32 - $97.27 $40.7K - $47.6K
2.86K $242M
VBR
Vanguard Small Cap Value ETF

ETFs
159
+ 5.14%
$197.36 - $217.3 $31.4K - $34.6K
3.26K $643M
VXF
Vanguard Extended Market ETF

ETFs
3
+ 0.26%
$179.17 - $207.15 $538 - $621
1.17K $222M
DFAS
Dimensional ETF Tr U S Small C

ETFs
3
+ 0.06%
$63.58 - $71.15 $191 - $213
4.82K $313M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.43K
+ 209.0%
$26.93 - $84.95 $173K - $546K
9.51K $259M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
95
+ 1.2%
$40.38 - $44.35 $3.84K - $4.21K
7.99K $326M
DFAT
Dimensional ETF Tr U S Target

ETFs
4
+ 0.01%
$54.54 - $61.04 $218 - $244
42.6K $2.37B
VIG
Vanguard Dividend Appreciation

ETFs
6
+ 0.17%
N/A
3.52K $690M
IWD
Ishares Russell 1000 Val ETF

ETFs
1
+ 0.05%
$183.23 - $199.79 $183 - $200
2.19K $405M
DFIV
Dimensional ETF Tr

ETFs
122
+ 2.08%
$34.86 - $37.97 $4.25K - $4.63K
5.98K $212M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
43
+ 0.44%
$26.16 - $29.13 $1.12K - $1.25K
9.82K $258M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
33
+ 0.87%
$63.27 - $70.31 $2.09K - $2.32K
3.84K $244M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
+ 5.65%
$44.04 - $49.49 $56.2K - $63.2K
23.9K $1.05B
DFIS
Dimensional ETF Tr Dimensional

ETFs
120
+ 0.64%
$24.25 - $26.7 $2.91K - $3.2K
19K $465M
AVDE
American Centy ETF Tr Avantis

ETFs
181K
+ 7.32%
$60.9 - $66.69 $11M - $12.1M
2.66M $163B
Activity Summary
Buys All Purchases 47 New Holdings 12 Increased Positions 35 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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