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 9,742 shares of IFRA stock, worth $464,790. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,742
Previous 10,799 9.79%
Holding current value
$464,790
Previous $454,000 0.66%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

SELL
$41.55 - $46.97 $43,918 - $49,647
-1,057 Reduced 9.79%
9,742 $457,000
Q2 2024

Aug 13, 2024

BUY
$41.22 - $44.87 $58,903 - $64,119
1,429 Added 15.25%
10,799 $454,000
Q1 2024

May 15, 2024

BUY
$38.14 - $43.36 $113,390 - $128,909
2,973 Added 46.47%
9,370 $406,000
Q4 2023

Feb 06, 2024

BUY
$34.58 - $40.63 $5,394 - $6,338
156 Added 2.5%
6,397 $257,000
Q3 2023

Nov 13, 2023

BUY
$36.59 - $40.45 $228,358 - $252,448
6,241 New
6,241 $228,000
Q2 2022

Aug 12, 2022

BUY
$32.87 - $39.92 $398,943 - $484,509
12,137 New
12,137 $413,000

Others Institutions Holding IFRA

About ISHARES TR


  • Ticker IFRA
  • Sector ETFs
  • Industry ETFs
More about IFRA
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