Robertson Stephens Wealth Management, LLC Ishares Tr Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 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 13,565 shares of IYF stock, worth $1.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,565
Previous 15,206 10.79%
Holding current value
$1.5 Million
Previous $1.44 Million 2.02%
% of portfolio
0.05%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
409
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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