Robertson Stephens Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 63,048 shares of ESGE stock, worth $2.19 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
63,048
Previous 65,090 3.14%
Holding current value
$2.19 Million
Previous $2.37 Million 11.14%
% of portfolio
0.08%
Previous 0.09%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$33.39 - $37.66 $68,182 - $76,901
-2,042 Reduced 3.14%
63,048 $2.11 Million
Q3 2024

Nov 12, 2024
SELL
$32.04 - $37.11 $252,987 - $293,020
-7,896 Reduced 10.82%
65,090 $2.37 Million
Q2 2024

Aug 13, 2024
BUY
$31.14 - $34.36 $142,060 - $156,750
4,562 Added 6.67%
72,986 $2.45 Million
Q1 2024

May 15, 2024
BUY
$29.99 - $32.59 $44,835 - $48,722
1,495 Added 2.23%
68,424 $2.21 Million
Q4 2023

Feb 06, 2024
BUY
$29.26 - $32.06 $105,306 - $115,383
3,599 Added 5.68%
66,929 $2.15 Million
Q3 2023

Nov 13, 2023
BUY
$30.17 - $33.62 $261,815 - $291,754
8,678 Added 15.88%
63,330 $1.92 Million
Q2 2023

Aug 11, 2023
BUY
$30.3 - $32.81 $887,335 - $960,840
29,285 Added 115.45%
54,652 $1.73 Million
Q1 2023

May 11, 2023
SELL
$29.58 - $33.94 $42,240 - $48,466
-1,428 Reduced 5.33%
25,367 $798,000
Q4 2022

Feb 14, 2023
BUY
$26.89 - $31.56 $304,072 - $356,880
11,308 Added 73.02%
26,795 $805,000
Q3 2022

Nov 14, 2022
SELL
$27.67 - $32.89 $403,815 - $479,996
-14,594 Reduced 48.52%
15,487 $428,000
Q2 2022

Aug 12, 2022
SELL
$31.92 - $38.05 $969,857 - $1.16 Million
-30,384 Reduced 50.25%
30,081 $971,000
Q1 2022

May 16, 2022
BUY
$33.66 - $41.37 $397,053 - $488,000
11,796 Added 24.24%
60,465 $2.22 Million
Q4 2021

Feb 14, 2022
SELL
$38.5 - $43.37 $614,498 - $692,228
-15,961 Reduced 24.7%
48,669 $1.93 Million
Q3 2021

Nov 10, 2021
SELL
$40.74 - $44.79 $559,197 - $614,787
-13,726 Reduced 17.52%
64,630 $2.68 Million
Q2 2021

Aug 17, 2021
BUY
$42.32 - $45.78 $566,114 - $612,399
13,377 Added 20.59%
78,356 $3.54 Million
Q1 2021

May 07, 2021
SELL
$41.83 - $47.19 $88,135 - $99,429
-2,107 Reduced 3.14%
64,979 $2.81 Million
Q4 2020

Feb 10, 2021
BUY
$35.59 - $41.99 $353,586 - $417,170
9,935 Added 17.38%
67,086 $2.82 Million
Q3 2020

Nov 10, 2020
SELL
$32.5 - $36.82 $144,300 - $163,480
-4,440 Reduced 7.21%
57,151 $2.04 Million
Q2 2020

Aug 12, 2020
BUY
$26.29 - $32.85 $1.02 Million - $1.28 Million
38,861 Added 170.97%
61,591 $1.98 Million
Q1 2020

May 01, 2020
BUY
$24.66 - $37.05 $560,521 - $842,146
22,730 New
22,730 $622,000

Others Institutions Holding ESGE

# of Institutions
569
Shares Held
99.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES, INC. ISHARES ESG AWAR

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

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email