Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 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 15,359 shares of IBDS stock, worth $369,537. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,359

Previous 23,214 33.84%

Holding current value

$369,537

Previous $565,000 34.87%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$23.88 - $24.32 $187,577 - $191,033	-7,855 Reduced 33.84%	15,359 $368,000
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

377

Shares Held

99.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History