Robertson Stephens Wealth Management, LLC Invesco Indx Tr Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 8,930 shares of BSJR stock, worth $201,728. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,930
Previous 20,720 56.9%
Holding current value
$201,728
Previous $464,000 56.9%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$22.4 - $22.69 $264,096 - $267,515
-11,790 Reduced 56.9%
8,930 $200,000
Q4 2024

Jan 27, 2025
SELL
$22.37 - $22.7 $115,652 - $117,359
-5,170 Reduced 19.97%
20,720 $464,000
Q3 2024

Nov 12, 2024
SELL
$22.08 - $22.75 $139,876 - $144,121
-6,335 Reduced 19.66%
25,890 $587,000
Q1 2023

May 11, 2023
BUY
$21.16 - $22.34 $481,919 - $508,793
22,775 Added 241.01%
32,225 $703,000
Q4 2022

Feb 14, 2023
BUY
$20.56 - $21.99 $194,292 - $207,805
9,450 New
9,450 $202,000

Others Institutions Holding BSJR

# of Institutions
127
Shares Held
13.2M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDX TR

BSJR Quotes by TradingView
  • Ticker BSJR
  • Sector ETFs
  • Industry ETFs
More about BSJR
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