Robertson Stephens Wealth Management, LLC Ishares Ibonds Dec 2024 Term C Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Ibonds Dec 2024 Term C stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 30,985 shares of IBDP stock, worth $779,272. This represents 0.03% of its overall portfolio holdings.

Number of Shares
30,985
Previous 32,959 5.99%
Holding current value
$779,272
Previous $828,000 5.68%
% of portfolio
0.03%
Previous 0.04%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$25.04 - $25.21 $49,428 - $49,764
-1,974 Reduced 5.99%
30,985 $781,000
Q2 2024

Aug 13, 2024
SELL
$24.98 - $25.13 $3.51 Million - $3.53 Million
-140,329 Reduced 80.98%
32,959 $828,000
Q1 2024

May 15, 2024
BUY
$24.89 - $25.05 $626,157 - $630,182
25,157 Added 16.98%
173,288 $4.34 Million
Q4 2023

Feb 06, 2024
BUY
$24.66 - $24.91 $692,181 - $699,198
28,069 Added 23.38%
148,131 $3.69 Million
Q3 2023

Nov 13, 2023
BUY
$24.53 - $24.74 $254,008 - $256,182
10,355 Added 9.44%
120,062 $2.97 Million
Q2 2023

Aug 11, 2023
BUY
$24.51 - $24.65 $36,421 - $36,629
1,486 Added 1.37%
109,707 $2.7 Million
Q1 2023

May 11, 2023
BUY
$24.39 - $24.64 $777,480 - $785,449
31,877 Added 41.75%
108,221 $2.66 Million
Q4 2022

Feb 14, 2023
BUY
$24.17 - $24.5 $1.85 Million - $1.87 Million
76,344 New
76,344 $1.86 Million

Others Institutions Holding IBDP

# of Institutions
367
Shares Held
67.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2024 TERM C

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