Robertson Stephens Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv 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 Inbd Etfv stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 262,959 shares of USIG stock, worth $13.3 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
262,959
Previous 359,200 26.79%
Holding current value
$13.3 Million
Previous $18.9 Million 30.0%
% of portfolio
0.48%
Previous 0.7%

Shares

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

Jan 27, 2025
SELL
$50.14 - $52.56 $4.83 Million - $5.06 Million
-96,241 Reduced 26.79%
262,959 $13.2 Million
Q3 2024

Nov 12, 2024
BUY
$49.82 - $52.8 $17.9 Million - $19 Million
359,200 New
359,200 $18.9 Million
Q1 2024

May 15, 2024
SELL
$50.05 - $51.32 $59,609 - $61,122
-1,191 Reduced 11.61%
9,070 $460,000
Q4 2023

Feb 06, 2024
BUY
$46.72 - $51.48 $479,393 - $528,236
10,261 New
10,261 $525,000

Others Institutions Holding USIG

# of Institutions
427
Shares Held
169M
Call Options Held
21.4K
Put Options Held
0
View Full List

About ISHARES TR BROAD USD INBD ETFV

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