Robertson Stephens Wealth Management, LLC Ishares Barclays 0 5 Year Tips Transaction History

Robertson Stephens Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$98.36 - $99.47 $26,557 - $26,856	-270 Reduced 11.02%	2,179 $216,000
Q4 2023 Feb 06, 2024	SELL	$96.33 - $98.68 $101,724 - $104,206	-1,056 Reduced 30.13%	2,449 $241,000
Q3 2023 Nov 13, 2023	BUY	$96.73 - $97.56 $108,917 - $109,852	1,126 Added 47.33%	3,505 $339,000
Q2 2023 Aug 11, 2023	BUY	$97.43 - $99.5 $231,785 - $236,710	2,379 New	2,379 $232,000
Q3 2022 Nov 14, 2022	BUY	$96.11 - $102.85 $820,298 - $877,824	8,535 Added 233.32%	12,193 $1.17 Million
Q2 2022 Aug 12, 2022	SELL	$101.26 - $104.65 $580,827 - $600,272	-5,736 Reduced 61.06%	3,658 $371,000
Q1 2022 May 16, 2022	BUY	$103.82 - $106.76 $975,285 - $1 Million	9,394 New	9,394 $985,000
Q4 2021 Feb 14, 2022	SELL	$105.21 - $107.0 $911,749 - $927,262	-8,666 Closed	0 $0
Q3 2021 Nov 10, 2021	BUY	$105.49 - $107.1 $914,176 - $928,128	8,666 New	8,666 $915,000

622

53.8M

33.5K

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