Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds 2028 Term Hi 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 2028 Term Hi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 52,138 shares of IBHH stock, worth $1.23 Million. This represents 0.05% of its overall portfolio holdings.
Number of Shares
52,138
Previous 41,769
24.82%
Holding current value
$1.23 Million
Previous $965,000
28.5%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding IBHH
# of Institutions
43Shares Held
3.29MCall Options Held
0Put Options Held
0-
Baltimore Washington Financial Advisors, Inc.871KShares$20.5 Million1.15% of portfolio
-
New Edge Advisors, LLC New Orleans, LA548KShares$12.9 Million0.09% of portfolio
-
Lbmc Investment Advisors, LLC428KShares$10.1 Million0.79% of portfolio
-
Commonwealth Equity Services, LLC170KShares$4.01 Million0.01% of portfolio
-
Gamma Investing LLC Foster City, CA163KShares$3.85 Million0.33% of portfolio