Robertson Stephens Wealth Management, LLC Ishares Tr Transaction History

Robertson Stephens Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$41.9 - $49.4 $1.38 Million - $1.62 Million	-32,835 Reduced 73.88%	11,608 $573,000
Q4 2023 Feb 06, 2024	SELL	$42.54 - $48.28 $2.6 Million - $2.95 Million	-61,044 Reduced 57.87%	44,443 $1.96 Million
Q3 2023 Nov 13, 2023	BUY	$41.76 - $48.97 $4.41 Million - $5.17 Million	105,487 New	105,487 $5 Million
Q2 2022 Aug 12, 2022	SELL	$37.64 - $48.83 $594,072 - $770,683	-15,783 Reduced 55.53%	12,637 $481,000
Q1 2022 May 16, 2022	BUY	$31.0 - $42.12 $161,293 - $219,150	5,203 Added 22.41%	28,420 $1.16 Million
Q4 2021 Feb 14, 2022	BUY	$28.79 - $32.36 $19,605 - $22,037	681 Added 3.02%	23,217 $698,000
Q3 2021 Nov 10, 2021	SELL	$24.81 - $29.6 $428,344 - $511,044	-17,265 Reduced 43.38%	22,536 $636,000
Q2 2021 Aug 17, 2021	BUY	$25.2 - $30.0 $475,297 - $565,830	18,861 Added 90.07%	39,801 $1.16 Million
Q1 2021 May 07, 2021	BUY	$20.29 - $28.47 $424,872 - $596,161	20,940 New	20,940 $549,000

316

14.3M

16.3K

1.6K

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