Robertson Stephens Wealth Management, LLC Ishares Short Term National Mu Transaction History

Robertson Stephens Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$103.24 - $105.0 $36,340 - $36,960	352 Added 4.99%	7,400 $769,000
Q1 2023 May 11, 2023	BUY	$103.3 - $105.14 $3,615 - $3,679	35 Added 0.5%	7,048 $737,000
Q4 2022 Feb 14, 2023	SELL	$102.5 - $104.49 $3.73 Million - $3.8 Million	-36,370 Reduced 83.83%	7,013 $731,000
Q3 2022 Nov 14, 2022	SELL	$102.59 - $105.4 $449,036 - $461,335	-4,377 Reduced 9.16%	43,383 $4.45 Million
Q2 2022 Aug 12, 2022	BUY	$103.31 - $104.87 $562,832 - $571,331	5,448 Added 12.88%	47,760 $5 Million
Q1 2022 May 16, 2022	BUY	$104.46 - $107.34 $4.2 Million - $4.31 Million	40,190 Added 1893.97%	42,312 $4.43 Million
Q4 2021 Feb 14, 2022	BUY	$107.24 - $107.56 $2,144 - $2,151	20 Added 0.95%	2,122 $227,000
Q3 2021 Nov 10, 2021	SELL	$107.57 - $108.06 $4,948 - $4,970	-46 Reduced 2.14%	2,102 $226,000
Q2 2021 Aug 17, 2021	BUY	$107.66 - $108.01 $4,952 - $4,968	46 Added 2.19%	2,148 $231,000
Q3 2020 Nov 10, 2020	BUY	$107.69 - $108.53 $226,364 - $228,130	2,102 New	2,102 $227,000

823

69.3M

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