Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 117,987 shares of IBHH stock, worth $2.79 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
117,987
Previous 81,295 45.13%
Holding current value
$2.79 Million
Previous $1.9 Million 47.39%
% of portfolio
0.09%
Previous 0.07%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$22.36 - $23.73 $820,433 - $870,701
36,692 Added 45.13%
117,987 $2.8 Million
Q1 2025

Apr 17, 2025
SELL
$23.33 - $23.71 $161,676 - $164,310
-6,930 Reduced 7.85%
81,295 $1.9 Million
Q4 2024

Jan 27, 2025
BUY
$23.18 - $23.74 $836,496 - $856,705
36,087 Added 69.21%
88,225 $2.06 Million
Q3 2024

Nov 12, 2024
BUY
$22.96 - $23.97 $238,072 - $248,544
10,369 Added 24.82%
52,138 $1.24 Million
Q2 2024

Aug 13, 2024
BUY
$22.8 - $23.2 $952,333 - $969,040
41,769 New
41,769 $965,000

Others Institutions Holding IBHH

# of Institutions
60
Shares Held
6.71M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2028 TERM HI

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