Robertson Stephens Wealth Management, LLC Ishares Tr Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 48,706 shares of HYG stock, worth $3.86 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
48,706
Previous 4,508 980.43%
Holding current value
$3.86 Million
Previous $361,000 960.94%
% of portfolio
0.14%
Previous 0.01%

Shares

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

Jan 27, 2025
BUY
$78.09 - $80.04 $3.45 Million - $3.54 Million
44,198 Added 980.43%
48,706 $3.83 Million
Q3 2024

Nov 12, 2024
BUY
$76.72 - $80.36 $112,624 - $117,968
1,468 Added 48.29%
4,508 $361,000
Q2 2024

Aug 13, 2024
BUY
$75.68 - $77.45 $230,067 - $235,448
3,040 New
3,040 $234,000
Q1 2020

May 01, 2020
SELL
$68.63 - $88.43 $158,192 - $203,831
-2,305 Closed
0 $0
Q4 2019

Feb 14, 2020
SELL
$86.04 - $88.21 $46,375 - $47,545
-539 Reduced 18.95%
2,305 $202,000
Q3 2019

Nov 14, 2019
BUY
$85.49 - $87.52 $2,137 - $2,188
25 Added 0.89%
2,844 $248,000
Q2 2019

Jul 31, 2019
BUY
$84.65 - $87.61 $2,116 - $2,190
25 Added 0.89%
2,819 $246,000
Q1 2019

May 15, 2019
BUY
$80.99 - $86.47 $17,979 - $19,196
222 Added 8.63%
2,794 $242,000
Q4 2018

Feb 12, 2019
BUY
$79.63 - $86.3 $204,808 - $221,963
2,572 New
2,572 $209,000

Others Institutions Holding HYG

# of Institutions
1,162
Shares Held
220M
Call Options Held
95.9M
Put Options Held
310M
View Full List

About ISHARES TR

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