A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 190,365 shares of IEI stock, worth $22.7 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
190,365
Previous 30,560 522.92%
Holding current value
$22.7 Million
Previous $3.61 Million 528.85%
% of portfolio
0.74%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
$116.93 - $119.39 $18.7 Million - $19.1 Million
159,805 Added 522.92%
190,365 $22.7 Million
Q1 2025

Apr 17, 2025

BUY
$114.57 - $118.14 $3.5 Million - $3.61 Million
30,560 New
30,560 $3.61 Million

Others Institutions Holding IEI

About ISHARES BARCLAYS 3-7 YR TREAS


  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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