Robertson Stephens Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 111,064 shares of USHY stock, worth $4.13 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
111,064
Previous 5,567 1895.04%
Holding current value
$4.13 Million
Previous $209,000 1855.02%
% of portfolio
0.15%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$36.54 - $37.53 $3.85 Million - $3.96 Million
105,497 Added 1895.04%
111,064 $4.09 Million
Q3 2024

Nov 12, 2024
SELL
$36.06 - $37.66 $1.69 Million - $1.76 Million
-46,756 Reduced 89.36%
5,567 $209,000
Q2 2024

Aug 13, 2024
SELL
$35.59 - $36.41 $135,847 - $138,976
-3,817 Reduced 6.8%
52,323 $1.9 Million
Q1 2024

May 15, 2024
SELL
$36.0 - $36.66 $808,524 - $823,346
-22,459 Reduced 28.57%
56,140 $2.05 Million
Q4 2023

Feb 06, 2024
SELL
$33.79 - $36.59 $1.97 Million - $2.13 Million
-58,199 Reduced 42.54%
78,599 $2.86 Million
Q3 2023

Nov 13, 2023
BUY
$34.58 - $35.56 $3.18 Million - $3.27 Million
92,011 Added 205.44%
136,798 $4.75 Million
Q2 2023

Aug 11, 2023
BUY
$34.61 - $35.48 $185,232 - $189,888
5,352 Added 13.57%
44,787 $1.58 Million
Q1 2023

May 11, 2023
SELL
$34.35 - $36.15 $278,131 - $292,706
-8,097 Reduced 17.03%
39,435 $1.4 Million
Q4 2022

Feb 14, 2023
BUY
$33.49 - $35.59 $1.59 Million - $1.69 Million
47,532 New
47,532 $1.64 Million

Others Institutions Holding USHY

# of Institutions
573
Shares Held
440M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR BROAD USD HIGH YIEL

USHY Quotes by TradingView
  • Ticker USHY
  • Sector ETFs
  • Industry ETFs
More about USHY
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email