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

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

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 10,179 shares of IBDQ stock, worth $256,103. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,179
Previous 11,883 14.34%
Holding current value
$256,103
Previous $297,000 13.8%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 17, 2025
SELL
$25.05 - $25.16 $42,685 - $42,872
-1,704 Reduced 14.34%
10,179 $256,000
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
426
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

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