Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 21,931 shares of IBDT stock, worth $549,590. This represents 0.02% of its overall portfolio holdings.

Number of Shares

21,931

Previous 19,571 12.06%

Holding current value

$549,590

Previous $499,000 9.42%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

319

Shares Held

70.7M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
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Industry ETFs

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