Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2024 Ter 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 Dec 2024 Ter stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 16,340 shares of IBTE stock, worth $390,035. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,340
Previous 19,659 16.88%
Holding current value
$390,035
Previous $471,000 16.77%
% of portfolio
0.01%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$23.88 - $24.01 $79,257 - $79,689
-3,319 Reduced 16.88%
16,340 $392,000
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
295
Shares Held
61.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2024 TER

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