Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2027 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 2027 Ter stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 23,214 shares of IBDS stock, worth $557,368. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,214
Previous 23,214 -0.0%
Holding current value
$557,368
Previous $550,000 2.73%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$23.48 - $23.77 $278,942 - $282,387
-11,880 Reduced 33.85%
23,214 $550,000
Q1 2024

May 15, 2024
BUY
$23.67 - $24.03 $148,860 - $151,124
6,289 Added 21.83%
35,094 $835,000
Q4 2023

Feb 06, 2024
BUY
$22.84 - $23.94 $29,463 - $30,882
1,290 Added 4.69%
28,805 $689,000
Q2 2023

Aug 11, 2023
BUY
$23.39 - $23.94 $48,885 - $50,034
2,090 Added 8.22%
27,515 $646,000
Q4 2022

Feb 14, 2023
BUY
$22.55 - $23.67 $573,333 - $601,809
25,425 New
25,425 $594,000

Others Institutions Holding IBDS

# of Institutions
347
Shares Held
85.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

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