Robertson Stephens Wealth Management, LLC Ishares Tr Tips Bd ETF Transaction History

Robertson Stephens Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$103.4 - $107.7 $263,670 - $274,635	2,550 New	2,550 $264,000
Q3 2022 Nov 14, 2022	SELL	$104.9 - $118.23 $733,460 - $826,664	-6,992 Reduced 59.12%	4,835 $507,000
Q2 2022 Aug 12, 2022	BUY	$113.44 - $123.09 $950,400 - $1.03 Million	8,378 Added 242.91%	11,827 $1.35 Million
Q1 2022 May 16, 2022	SELL	$122.95 - $129.16 $1.62 Million - $1.71 Million	-13,204 Reduced 79.29%	3,449 $429,000
Q4 2021 Feb 14, 2022	BUY	$127.7 - $130.86 $1.5 Million - $1.53 Million	11,719 Added 237.52%	16,653 $2.15 Million
Q3 2021 Nov 10, 2021	BUY	$127.3 - $130.61 $628,098 - $644,429	4,934 New	4,934 $630,000

1,091

107M

312K

185K

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