Robertson Stephens Wealth Management, LLC Ishares Tr Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 26,383 shares of IDV stock, worth $993,583. This represents 0.03% of its overall portfolio holdings.
Number of Shares
26,383Holding current value
$993,583% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding IDV
# of Institutions
577Shares Held
96.9MCall Options Held
23.6KPut Options Held
166K-
Bank Of America Corp Charlotte, NC12.4MShares$468 Million0.03% of portfolio
-
Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL8.45MShares$318 Million0.41% of portfolio
-
Morgan Stanley New York, NY7.02MShares$264 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.95MShares$149 Million0.04% of portfolio
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Wells Fargo & Company San Francisco, CA3.76MShares$142 Million0.03% of portfolio