Robertson Stephens Wealth Management, LLC Ishares Russell 3000 ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 1,149 shares of IWV stock, worth $434,816. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,149
Previous 1,167 1.54%
Holding current value
$434,816
Previous $368,000 9.51%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 24, 2025
SELL
$281.67 - $351.0 $5,070 - $6,318
-18 Reduced 1.54%
1,149 $403,000
Q4 2024

Jan 27, 2025
BUY
$323.08 - $349.08 $12,277 - $13,265
38 Added 3.37%
1,167 $390,000
Q3 2024

Nov 12, 2024
SELL
$294.75 - $326.73 $41,265 - $45,742
-140 Reduced 11.03%
1,129 $368,000
Q2 2024

Aug 13, 2024
BUY
$283.16 - $309.9 $14,441 - $15,804
51 Added 4.19%
1,269 $391,000
Q2 2023

Aug 11, 2023
SELL
$231.57 - $254.48 $4,862 - $5,344
-21 Reduced 1.69%
1,218 $309,000
Q4 2022

Feb 14, 2023
SELL
$206.89 - $235.47 $528,603 - $601,625
-2,555 Reduced 67.34%
1,239 $273,000
Q2 2022

Aug 12, 2022
SELL
$210.65 - $265.31 $12,217 - $15,387
-58 Reduced 1.51%
3,794 $824,000
Q1 2022

May 16, 2022
BUY
$242.02 - $279.09 $592,464 - $683,212
2,448 Added 174.36%
3,852 $1.01 Million
Q3 2021

Nov 10, 2021
BUY
$251.89 - $269.0 $15,113 - $16,140
60 Added 4.46%
1,404 $357,000
Q3 2020

Nov 10, 2020
BUY
$180.98 - $208.68 $243,237 - $280,465
1,344 New
1,344 $263,000

Others Institutions Holding IWV

# of Institutions
935
Shares Held
28.1M
Call Options Held
20.7K
Put Options Held
7.2K
View Full List

About ISHARES RUSSELL 3000 ETF

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