Robertson Stephens Wealth Management, LLC Ishares Msci World ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Msci World ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 3,272 shares of URTH stock, worth $564,845. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,272
Previous 3,247 0.77%
Holding current value
$564,845
Previous $497,000 11.47%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 24, 2025
BUY
$136.3 - $169.38 $3,407 - $4,234
25 Added 0.77%
3,272 $554,000
Q4 2024

Jan 27, 2025
SELL
$153.73 - $162.67 $25,980 - $27,491
-169 Reduced 4.95%
3,247 $504,000
Q2 2024

Aug 13, 2024
BUY
$137.31 - $147.96 $469,050 - $505,431
3,416 New
3,416 $503,000

Others Institutions Holding URTH

# of Institutions
237
Shares Held
9.65M
Call Options Held
1.8K
Put Options Held
100
View Full List

About ISHARES MSCI WORLD ETF

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