Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Robertson Stephens Wealth Management, LLC
- $1.94 Billion
- Q2 2024
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 19,484 shares of IBDT stock, worth $490,996. This represents 0.02% of its overall portfolio holdings.
Number of Shares
19,484
Previous 20,504
4.97%
Holding current value
$490,996
Previous $510,000
5.49%
% of portfolio
0.02%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding IBDT
# of Institutions
289Shares Held
60.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.88MShares$173 Million0.02% of portfolio
-
Morgan Stanley New York, NY2.78MShares$70 Million0.01% of portfolio
-
Capital Investment Advisors, LLC2.57MShares$64.7 Million1.37% of portfolio
-
Aptus Capital Advisors, LLC2.41MShares$60.8 Million1.14% of portfolio
-
Capital Advisors Inc2.4MShares$60.4 Million1.25% of portfolio