Robertson Stephens Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 11,883 shares of IBDQ stock, worth $298,857. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,883

Previous 9,286 27.97%

Holding current value

$298,857

Previous $233,000 27.47%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$25.0 - $25.11 $64,925 - $65,210	2,597 Added 27.97%	11,883 $297,000
Q3 2024 Nov 12, 2024	SELL	$24.78 - $25.11 $87,547 - $88,713	-3,533 Reduced 27.56%	9,286 $233,000
Q2 2024 Aug 13, 2024	SELL	$24.69 - $24.86 $134,140 - $135,064	-5,433 Reduced 29.77%	12,819 $318,000
Q1 2024 May 15, 2024	BUY	$24.7 - $24.84 $129,922 - $130,658	5,260 Added 40.49%	18,252 $452,000
Q4 2023 Feb 06, 2024	SELL	$24.29 - $24.76 $49,430 - $50,386	-2,035 Reduced 13.54%	12,992 $321,000
Q2 2023 Aug 11, 2023	BUY	$24.34 - $24.65 $49,531 - $50,162	2,035 Added 15.66%	15,027 $366,000
Q4 2022 Feb 14, 2023	BUY	$23.87 - $24.49 $310,119 - $318,174	12,992 New	12,992 $315,000

Others Institutions Holding IBDQ

# of Institutions

421

Shares Held

95.3M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

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Robertson Stephens Wealth Management, LLC Ishares Ibonds Dec 2025 Term C Transaction History