Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Robertson Stephens Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	SELL	$24.7 - $24.83 $179,050 - $179,992	-7,249 Reduced 7.17%	93,827 $2.33 Million
Q2 2023 Aug 11, 2023	SELL	$24.71 - $24.81 $261,184 - $262,241	-10,570 Reduced 9.47%	101,076 $2.51 Million
Q1 2023 May 11, 2023	BUY	$24.67 - $24.81 $515,825 - $518,752	20,909 Added 23.04%	111,646 $2.77 Million
Q4 2022 Feb 14, 2023	BUY	$24.66 - $24.75 $2.24 Million - $2.25 Million	90,737 New	90,737 $2.24 Million

477K

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.