Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 9,806 shares of IBDT stock, worth $249,660. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,806
Previous 17,035 42.44%
Holding current value
$249,660
Previous $430,000 42.09%
% of portfolio
0.01%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$24.94 - $25.42 $180,291 - $183,761
-7,229 Reduced 42.44%
9,806 $249,000
Q1 2025

Apr 17, 2025
SELL
$24.79 - $25.26 $121,371 - $123,672
-4,896 Reduced 22.32%
17,035 $430,000
Q4 2024

Jan 27, 2025
BUY
$24.82 - $25.48 $58,575 - $60,132
2,360 Added 12.06%
21,931 $546,000
Q3 2024

Nov 12, 2024
BUY
$24.62 - $25.59 $2,141 - $2,226
87 Added 0.45%
19,571 $499,000
Q2 2024

Aug 13, 2024
SELL
$24.4 - $24.86 $24,888 - $25,357
-1,020 Reduced 4.97%
19,484 $482,000
Q1 2024

May 15, 2024
BUY
$24.69 - $25.14 $153,078 - $155,868
6,200 Added 43.34%
20,504 $510,000
Q4 2023

Feb 06, 2024
BUY
$23.63 - $25.1 $47,354 - $50,300
2,004 Added 16.29%
14,304 $358,000
Q4 2022

Feb 14, 2023
BUY
$23.29 - $24.79 $286,467 - $304,917
12,300 New
12,300 $298,000

Others Institutions Holding IBDT

# of Institutions
389
Shares Held
92.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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