Robertson Stephens Wealth Management, LLC Ishares Tr 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 stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 11,353 shares of IFRA stock, worth $538,359. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,353

Previous 9,742 16.54%

Holding current value

$538,359

Previous $457,000 14.88%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$45.94 - $51.71 $74,009 - $83,304	1,611 Added 16.54%	11,353 $525,000
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

# of Institutions

462

Shares Held

44.7M

Call Options Held

400

Put Options Held

200

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Robertson Stephens Wealth Management, LLC Ishares Tr Transaction History