Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Robertson Stephens Wealth Management, LLC

$2.7 Billion
Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 12,313 shares of IBDR stock, worth $292,433. This represents 0.01% of its overall portfolio holdings.

Number of Shares

12,313

Previous 24,493 49.73%

Holding current value

$292,433

Previous $583,000 49.91%

% of portfolio

0.01%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$23.75 - $23.75 $289,275 - $289,275	-12,180 Reduced 49.73%	12,313 $292,000
Q2 2024 Aug 13, 2024	SELL	$23.65 - $23.82 $55,459 - $55,857	-2,345 Reduced 8.74%	24,493 $583,000
Q1 2024 May 15, 2024	BUY	$23.76 - $23.98 $149,450 - $150,834	6,290 Added 30.61%	26,838 $640,000
Q4 2023 Feb 06, 2024	BUY	$23.15 - $23.9 $5,556 - $5,736	240 Added 1.18%	20,548 $491,000
Q2 2023 Aug 11, 2023	BUY	$23.42 - $23.83 $49,299 - $50,162	2,105 Added 11.56%	20,308 $476,000
Q4 2022 Feb 14, 2023	BUY	$22.9 - $23.61 $416,848 - $429,772	18,203 New	18,203 $425,000

Others Institutions Holding IBDR

# of Institutions

370

Shares Held

88.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
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Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History