Robertson Stephens Wealth Management, LLC Ishares Treasury Floating Rate Transaction History

Robertson Stephens Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$50.47 - $50.7 $1.04 Million - $1.05 Million	-20,666 Reduced 67.6%	9,905 $502,000
Q4 2023 Feb 06, 2024	SELL	$50.37 - $50.75 $3.57 Million - $3.6 Million	-70,901 Reduced 69.87%	30,571 $1.54 Million
Q3 2023 Nov 13, 2023	BUY	$50.46 - $50.74 $2.23 Million - $2.24 Million	44,237 Added 77.29%	101,472 $5.15 Million
Q2 2023 Aug 11, 2023	SELL	$50.42 - $50.67 $71,344 - $71,698	-1,415 Reduced 2.41%	57,235 $2.9 Million
Q1 2023 May 11, 2023	BUY	$50.39 - $50.59 $2.96 Million - $2.97 Million	58,650 New	58,650 $2.97 Million

411

84.1M

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