Robertson Stephens Wealth Management, LLC Ishares Tr Fallen Angels Usd B Transaction History

Robertson Stephens Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$24.32 - $27.85 $36,869 - $42,220	-1,516 Reduced 12.11%	11,007 $270,000
Q1 2022 May 16, 2022	SELL	$27.07 - $29.9 $619,740 - $684,530	-22,894 Reduced 64.64%	12,523 $347,000
Q4 2021 Feb 14, 2022	BUY	$29.4 - $30.37 $475,868 - $491,568	16,186 Added 84.17%	35,417 $1.06 Million
Q3 2021 Nov 10, 2021	SELL	$29.85 - $30.44 $4,298 - $4,383	-144 Reduced 0.74%	19,231 $579,000
Q2 2021 Aug 17, 2021	BUY	$29.21 - $29.96 $565,943 - $580,475	19,375 New	19,375 $580,000

292

46.4M

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