Robertson Stephens Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 74,446 shares of IGSB stock, worth $3.87 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
74,446
Previous 85,332 12.76%
Holding current value
$3.87 Million
Previous $4.37 Million 10.34%
% of portfolio
0.15%
Previous 0.23%

Shares

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

Nov 12, 2024
SELL
$51.02 - $52.74 $555,403 - $574,127
-10,886 Reduced 12.76%
74,446 $3.92 Million
Q2 2024

Aug 13, 2024
BUY
$50.64 - $51.3 $4.32 Million - $4.38 Million
85,332 New
85,332 $4.37 Million
Q4 2021

Feb 14, 2022
SELL
$53.82 - $54.66 $599,554 - $608,912
-11,140 Closed
0 $0
Q3 2021

Nov 10, 2021
SELL
$54.6 - $54.92 $1.09 Million - $1.1 Million
-19,971 Reduced 64.19%
11,140 $608,000
Q2 2021

Aug 17, 2021
BUY
$54.57 - $54.92 $926,107 - $932,047
16,971 Added 120.02%
31,111 $1.71 Million
Q1 2021

May 07, 2021
SELL
$54.5 - $55.17 $249,283 - $252,347
-4,574 Reduced 24.44%
14,140 $773,000
Q4 2020

Feb 10, 2021
SELL
$54.79 - $55.17 $145,412 - $146,421
-2,654 Reduced 12.42%
18,714 $1.03 Million
Q3 2020

Nov 10, 2020
SELL
$54.69 - $55.09 $115,833 - $116,680
-2,118 Reduced 9.02%
21,368 $1.17 Million
Q2 2020

Aug 12, 2020
BUY
$51.96 - $54.73 $1.22 Million - $1.29 Million
23,486 New
23,486 $1.28 Million

Others Institutions Holding IGSB

# of Institutions
976
Shares Held
316M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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