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

Robertson Stephens Wealth Management, LLC

$1.94 Billion
Q2 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 85,332 shares of IGSB stock, worth $4.45 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

85,332

Holding current value

$4.45 Million

% of portfolio

0.23%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

959

Shares Held

310M

Call Options Held

Put Options Held

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