Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi 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 2028 Term Hi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 88,225 shares of IBHH stock, worth $2.09 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
88,225
Previous 52,138 69.21%
Holding current value
$2.09 Million
Previous $1.24 Million 66.21%
% of portfolio
0.08%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
54
Shares Held
4.43M
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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