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 19,464 shares of MBB stock, worth $1.79 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
19,464
Previous 23,169 15.99%
Holding current value
$1.79 Million
Previous $2.22 Million 19.6%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Jan 27, 2025
SELL
$91.26 - $95.82 $338,118 - $355,013
-3,705 Reduced 15.99%
19,464 $1.78 Million
Q3 2024

Nov 12, 2024
BUY
$90.85 - $96.66 $60,506 - $64,375
666 Added 2.96%
23,169 $2.22 Million
Q2 2024

Aug 13, 2024
BUY
$89.41 - $92.64 $544,685 - $564,362
6,092 Added 37.12%
22,503 $2.07 Million
Q1 2024

May 15, 2024
BUY
$91.2 - $93.98 $27,451 - $28,287
301 Added 1.87%
16,411 $1.52 Million
Q4 2023

Feb 06, 2024
SELL
$85.82 - $94.55 $275,568 - $303,600
-3,211 Reduced 16.62%
16,110 $1.52 Million
Q3 2023

Nov 13, 2023
SELL
$88.51 - $93.81 $745,431 - $790,067
-8,422 Reduced 30.36%
19,321 $1.72 Million
Q2 2023

Aug 11, 2023
BUY
$92.54 - $95.74 $128,260 - $132,695
1,386 Added 5.26%
27,743 $2.59 Million
Q1 2023

May 11, 2023
BUY
$91.7 - $96.45 $250,616 - $263,597
2,733 Added 11.57%
26,357 $2.5 Million
Q4 2022

Feb 14, 2023
BUY
$88.67 - $95.44 $2.09 Million - $2.25 Million
23,624 New
23,624 $2.19 Million
Q1 2021

May 07, 2021
SELL
$108.32 - $110.29 $724,552 - $737,729
-6,689 Closed
0 $0
Q4 2020

Feb 10, 2021
BUY
$109.9 - $110.3 $735,121 - $737,796
6,689 New
6,689 $736,000

Others Institutions Holding MBB

# of Institutions
963
Shares Held
330M
Call Options Held
152K
Put Options Held
48.5K
View Full List

About ISHARES TR

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