Robertson Stephens Wealth Management, LLC ISHARES TR Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.07 Billion
  • Q2 2025
Number of Shares
68,450
Previous 60,307 13.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 24, 2025
BUY
N/A
8,143 Added 13.5%
68,450 $0
Q1 2025

Apr 17, 2025
SELL
N/A
-1,956 Reduced 3.14%
60,307 $0
Q4 2024

Jan 27, 2025
BUY
N/A
3,955 Added 6.78%
62,263 $0
Q3 2024

Nov 12, 2024
BUY
N/A
8,889 Added 17.99%
58,308 $0
Q2 2024

Aug 13, 2024
BUY
N/A
49,419 New
49,419 $0
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