Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Robertson Stephens Wealth Management, LLC

$1.94 Billion
Q2 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 19,659 shares of IBTE stock, worth $471,816. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,659

Previous 95,941 79.51%

Holding current value

$471,816

Previous $2.3 Million 79.49%

% of portfolio

0.02%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$23.85 - $23.98 $1.82 Million - $1.83 Million	-76,282 Reduced 79.51%	19,659 $471,000
Q1 2024 May 15, 2024	BUY	$23.85 - $23.95 $298,029 - $299,279	12,496 Added 14.98%	95,941 $2.3 Million
Q4 2023 Feb 06, 2024	BUY	$23.75 - $23.91 $1.58 Million - $1.59 Million	66,335 Added 387.7%	83,445 $1.99 Million
Q3 2023 Nov 13, 2023	BUY	$23.72 - $23.85 $73,294 - $73,696	3,090 Added 22.04%	17,110 $407,000
Q2 2023 Aug 11, 2023	BUY	$23.77 - $24.01 $27,454 - $27,731	1,155 Added 8.98%	14,020 $333,000
Q1 2023 May 11, 2023	BUY	$23.67 - $24.08 $91,129 - $92,708	3,850 Added 42.71%	12,865 $308,000
Q4 2022 Feb 14, 2023	BUY	$23.73 - $23.95 $213,925 - $215,909	9,015 New	9,015 $215,000

Others Institutions Holding IBTE

# of Institutions

299

Shares Held

91.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2024 TER

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Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History