Robertson Stephens Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 155,404 shares of SGOV stock, worth $15.6 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares

155,404

Previous 143,945 7.96%

Holding current value

$15.6 Million

Previous $14.5 Million 7.98%

% of portfolio

0.51%

Previous 0.51%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$100.35 - $100.71 $1.15 Million - $1.15 Million	11,459 Added 7.96%	155,404 $15.6 Million
Q1 2025 Apr 17, 2025	BUY	$100.34 - $100.68 $10.5 Million - $10.6 Million	105,029 Added 269.89%	143,945 $14.5 Million
Q4 2024 Jan 27, 2025	BUY	$100.16 - $100.7 $1.7 Million - $1.71 Million	17,013 Added 77.67%	38,916 $3.9 Million
Q3 2024 Nov 12, 2024	SELL	$100.3 - $100.74 $2.96 Million - $2.98 Million	-29,537 Reduced 57.42%	21,903 $2.21 Million
Q2 2024 Aug 13, 2024	BUY	$100.29 - $100.75 $2.62 Million - $2.63 Million	26,131 Added 103.25%	51,440 $5.18 Million
Q1 2024 May 15, 2024	SELL	$100.29 - $100.71 $4.24 Million - $4.26 Million	-42,279 Reduced 62.55%	25,309 $2.55 Million
Q4 2023 Feb 06, 2024	BUY	$100.05 - $100.73 $1.14 Million - $1.14 Million	11,367 Added 20.22%	67,588 $6.78 Million
Q3 2023 Nov 13, 2023	SELL	$100.2 - $100.67 $33,466 - $33,623	-334 Reduced 0.59%	56,221 $5.66 Million
Q2 2023 Aug 11, 2023	BUY	$100.18 - $100.63 $185,433 - $186,266	1,851 Added 3.38%	56,555 $5.69 Million
Q1 2023 May 11, 2023	SELL	$100.08 - $100.58 $553,642 - $556,408	-5,532 Reduced 9.18%	54,704 $5.5 Million
Q4 2022 Feb 14, 2023	BUY	$99.97 - $100.37 $6.02 Million - $6.05 Million	60,236 New	60,236 $6.03 Million

Others Institutions Holding SGOV

# of Institutions

925

Shares Held

349M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Robertson Stephens Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History