A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 52,218 shares of IBHG stock, worth $1.16 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
52,218
Previous 77,960 33.02%
Holding current value
$1.16 Million
Previous $1.74 Million 33.72%
% of portfolio
0.06%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$21.73 - $22.12 $559,373 - $569,413
-25,742 Reduced 33.02%
52,218 $1.15 Million
Q1 2024

May 15, 2024

BUY
$22.0 - $22.38 $209,418 - $213,035
9,519 Added 13.91%
77,960 $1.74 Million
Q4 2023

Feb 06, 2024

BUY
$20.98 - $22.35 $203,715 - $217,018
9,710 Added 16.53%
68,441 $1.52 Million
Q3 2023

Nov 13, 2023

BUY
$21.41 - $21.94 $132,870 - $136,159
6,206 Added 11.82%
58,731 $1.26 Million
Q1 2023

May 11, 2023

BUY
$21.3 - $22.39 $1.12 Million - $1.18 Million
52,525 New
52,525 $1.15 Million

Others Institutions Holding IBHG

About ISHARES TR IBONDS 2027 TERM HI


  • Ticker IBHG
More about IBHG
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