Robertson Stephens Wealth Management, LLC Ishares 0 5 Year Investment Gr Transaction History

Robertson Stephens Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$49.19 - $51.02 $393,520 - $408,160	-8,000 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$50.99 - $51.69 $139,814 - $141,733	-2,742 Reduced 25.53%	8,000 $408,000
Q3 2021 Nov 10, 2021	SELL	$51.65 - $51.91 $295,283 - $296,769	-5,717 Reduced 34.73%	10,742 $555,000
Q2 2021 Aug 17, 2021	BUY	$51.69 - $51.96 $307,762 - $309,369	5,954 Added 56.68%	16,459 $853,000
Q1 2021 May 07, 2021	BUY	$51.61 - $52.18 $264,759 - $267,683	5,130 Added 95.44%	10,505 $543,000
Q4 2020 Feb 10, 2021	BUY	$51.98 - $52.22 $279,392 - $280,682	5,375 New	5,375 $280,000
Q3 2020 Nov 10, 2020	SELL	$52.04 - $52.29 $254,683 - $255,907	-4,894 Closed	0 $0
Q2 2020 Aug 12, 2020	BUY	$49.8 - $52.12 $243,721 - $255,075	4,894 New	4,894 $255,000
Q1 2020 May 01, 2020	SELL	$45.15 - $51.71 $503,964 - $577,187	-11,162 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$50.91 - $51.22 $49,840 - $50,144	979 Added 9.61%	11,162 $569,000
Q3 2019 Nov 14, 2019	BUY	$50.71 - $51.24 $100,050 - $101,096	1,973 Added 24.03%	10,183 $521,000
Q2 2019 Jul 31, 2019	BUY	$50.23 - $50.97 $412,388 - $418,463	8,210 New	8,210 $418,000

245

25.3M

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