Robertson Stephens Wealth Management, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 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 20,792 shares of XJH stock, worth $888,858. This represents 0.03% of its overall portfolio holdings.

Number of Shares
20,792
Previous 18,914 9.93%
Holding current value
$888,858
Previous $738,000 16.8%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 24, 2025
BUY
$34.28 - $41.6 $64,377 - $78,124
1,878 Added 9.93%
20,792 $862,000
Q1 2025

Apr 17, 2025
BUY
$38.41 - $44.06 $378,607 - $434,299
9,857 Added 108.83%
18,914 $738,000
Q4 2024

Jan 27, 2025
BUY
$41.64 - $45.75 $377,133 - $414,357
9,057 New
9,057 $378,000

Others Institutions Holding XJH

# of Institutions
154
Shares Held
5.24M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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