Robertson Stephens Wealth Management, LLC Ishares Tr Ishares Core Msci P Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 39,972 shares of IPAC stock, worth $2.95 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
39,972
Previous 46,121 13.33%
Holding current value
$2.95 Million
Previous $2.89 Million 5.05%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Jul 24, 2025
SELL
$55.73 - $68.72 $342,683 - $422,559
-6,149 Reduced 13.33%
39,972 $2.75 Million
Q1 2025

Apr 17, 2025
SELL
$59.63 - $64.37 $45,020 - $48,599
-755 Reduced 1.61%
46,121 $2.89 Million
Q4 2024

Jan 27, 2025
SELL
$60.27 - $66.27 $201,844 - $221,938
-3,349 Reduced 6.67%
46,876 $2.86 Million
Q3 2024

Nov 12, 2024
BUY
$57.83 - $67.29 $2.33 Million - $2.71 Million
40,335 Added 407.84%
50,225 $3.34 Million
Q1 2024

May 15, 2024
SELL
$58.42 - $63.62 $14,897 - $16,223
-255 Reduced 2.51%
9,890 $626,000
Q4 2023

Feb 06, 2024
SELL
$53.05 - $59.52 $2,917 - $3,273
-55 Reduced 0.54%
10,145 $603,000
Q3 2023

Nov 13, 2023
SELL
$55.09 - $59.37 $26,167 - $28,200
-475 Reduced 4.45%
10,200 $567,000
Q2 2023

Aug 11, 2023
SELL
$55.74 - $59.1 $286,224 - $303,478
-5,135 Reduced 32.48%
10,675 $613,000
Q4 2022

Feb 14, 2023
BUY
$47.39 - $55.32 $749,235 - $874,609
15,810 New
15,810 $848,000

Others Institutions Holding IPAC

# of Institutions
163
Shares Held
18.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES CORE MSCI P

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