Robertson Stephens Wealth Management, LLC Ishares Gnma Bond ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Gnma Bond ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 23,259 shares of GNMA stock, worth $1.01 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
23,259
Previous 23,626 1.55%
Holding current value
$1.01 Million
Previous $1.01 Million 0.49%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Apr 17, 2025
SELL
$42.17 - $44.04 $15,476 - $16,162
-367 Reduced 1.55%
23,259 $1.02 Million
Q4 2024

Jan 27, 2025
SELL
$42.8 - $44.74 $5,863 - $6,129
-137 Reduced 0.58%
23,626 $1.01 Million
Q3 2024

Nov 12, 2024
SELL
$42.68 - $45.25 $138,453 - $146,791
-3,244 Reduced 12.01%
23,763 $1.06 Million
Q2 2024

Aug 13, 2024
SELL
$42.04 - $43.45 $219,028 - $226,374
-5,210 Reduced 16.17%
27,007 $1.16 Million
Q1 2024

May 15, 2024
BUY
$42.94 - $44.15 $196,321 - $201,853
4,572 Added 16.54%
32,217 $1.4 Million
Q4 2023

Feb 06, 2024
BUY
$40.5 - $44.38 $477,859 - $523,639
11,799 Added 74.46%
27,645 $1.22 Million
Q3 2023

Nov 13, 2023
BUY
$41.72 - $43.98 $366,593 - $386,452
8,787 Added 124.48%
15,846 $662,000
Q2 2023

Aug 11, 2023
BUY
$43.47 - $44.88 $306,854 - $316,807
7,059 New
7,059 $309,000

Others Institutions Holding GNMA

# of Institutions
149
Shares Held
7.21M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES GNMA BOND ETF

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