Robertson Stephens Wealth Management, LLC Ishares Tr Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,666 shares of IYF stock, worth $856,215. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,666
Previous 13,565 43.49%
Holding current value
$856,215
Previous $1.41 Million 39.89%
% of portfolio
0.03%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$102.7 - $119.05 $605,827 - $702,275
-5,899 Reduced 43.49%
7,666 $847,000
Q3 2024

Nov 12, 2024
SELL
$93.83 - $105.05 $153,975 - $172,387
-1,641 Reduced 10.79%
13,565 $1.41 Million
Q2 2024

Aug 13, 2024
BUY
$89.39 - $96.85 $17,162 - $18,595
192 Added 1.28%
15,206 $1.44 Million
Q1 2024

May 15, 2024
BUY
$83.91 - $95.65 $1.26 Million - $1.44 Million
15,014 New
15,014 $1.44 Million

Others Institutions Holding IYF

# of Institutions
461
Shares Held
19.8M
Call Options Held
28.3K
Put Options Held
35.3K
View Full List

About ISHARES TR

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