Robertson Stephens Wealth Management, LLC Ishares Tr Esg Screened S&P Mi Transaction History
Robertson Stephens Wealth Management, LLC
- $2.84 Billion
- Q1 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 18,914 shares of XJH stock, worth $796,846. This represents 0.03% of its overall portfolio holdings.
Number of Shares
18,914
Previous 9,057
108.83%
Holding current value
$796,846
Previous $378,000
95.24%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding XJH
# of Institutions
148Shares Held
5.04MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC536KShares$22.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL529KShares$22.3 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL374KShares$15.7 Million0.01% of portfolio
-
Eastern Bank327KShares$13.8 Million0.26% of portfolio
-
Mariner, LLC Overland Park, KS253KShares$10.6 Million0.02% of portfolio