Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds Dec 2029 Tre 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 Dec 2029 Tre stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 234,130 shares of IBTJ stock, worth $5 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
234,130
Previous 212,862 9.99%
Holding current value
$5 Million
Previous $4.71 Million 6.1%
% of portfolio
0.18%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$21.25 - $22.07 $451,945 - $469,384
21,268 Added 9.99%
234,130 $4.99 Million
Q3 2024

Nov 12, 2024
BUY
$21.22 - $22.22 $732,365 - $766,878
34,513 Added 19.35%
212,862 $4.71 Million
Q2 2024

Aug 13, 2024
BUY
$21.0 - $21.44 $3.75 Million - $3.82 Million
178,349 New
178,349 $3.81 Million

Others Institutions Holding IBTJ

# of Institutions
136
Shares Held
14.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

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