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

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 2,591 shares of SUB stock, worth $276,200. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,591
Holding current value
$276,200
% of portfolio
0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$104.77 - $106.34 $271,459 - $275,526
2,591 New
2,591 $275,000
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

Others Institutions Holding SUB

# of Institutions
942
Shares Held
73.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES SHORT-TERM NATIONAL MU

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