Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 337,174 shares of IBDU stock, worth $7.74 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

337,174

Previous 273,347 23.35%

Holding current value

$7.74 Million

Previous $6.43 Million 19.62%

% of portfolio

0.28%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$22.71 - $23.47 $1.45 Million - $1.5 Million	63,827 Added 23.35%	337,174 $7.69 Million
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

267

Shares Held

80.4M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
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Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History