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

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 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 46,121 shares of IPAC stock, worth $3.08 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
46,121
Previous 46,876 1.61%
Holding current value
$3.08 Million
Previous $2.86 Million 0.98%
% of portfolio
0.1%
Previous 0.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
149
Shares Held
25.4M
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
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email