Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 273,347 shares of IBDU stock, worth $6.24 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
273,347
Previous 253,221 7.95%
Holding current value
$6.24 Million
Previous $5.74 Million 11.95%
% of portfolio
0.24%
Previous 0.3%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$22.51 - $23.57 $453,036 - $474,369
20,126 Added 7.95%
273,347 $6.43 Million
Q2 2024

Aug 13, 2024
BUY
$22.29 - $22.77 $5.19 Million - $5.3 Million
232,934 Added 1148.19%
253,221 $5.74 Million
Q1 2024

May 15, 2024
BUY
$22.61 - $23.1 $147,711 - $150,912
6,533 Added 47.5%
20,287 $462,000
Q4 2023

Feb 06, 2024
BUY
$21.44 - $23.11 $48,325 - $52,089
2,254 Added 19.6%
13,754 $317,000
Q2 2023

Aug 11, 2023
BUY
$22.32 - $23.04 $256,680 - $264,960
11,500 New
11,500 $258,000

Others Institutions Holding IBDU

# of Institutions
234
Shares Held
59.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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