Robertson Stephens Wealth Management, LLC Ishares Us ETF Tr Bloomberg Ro Transaction History

Robertson Stephens Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$53.73 - $58.49 $60,392 - $65,742	1,124 Added 16.19%	8,065 $439,000
Q3 2022 Nov 14, 2022	SELL	$54.52 - $60.66 $15,538 - $17,288	-285 Reduced 3.94%	6,941 $381,000
Q2 2022 Aug 12, 2022	SELL	$58.24 - $67.63 $774,359 - $899,208	-13,296 Reduced 64.79%	7,226 $420,000
Q1 2022 May 16, 2022	SELL	$49.81 - $65.25 $151,272 - $198,164	-3,037 Reduced 12.89%	20,522 $1.26 Million
Q4 2021 Feb 14, 2022	BUY	$48.03 - $61.24 $1.13 Million - $1.44 Million	23,559 New	23,559 $1.17 Million

3.25M

18.3K

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