Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds 2026 Term Hi 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 Ibonds 2026 Term Hi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 22,918 shares of IBHF stock, worth $534,676. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,918
Previous 42,645 46.26%
Holding current value
$534,676
Previous $998,000 46.89%
% of portfolio
0.02%
Previous 0.04%

Shares

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

Jan 27, 2025
SELL
$23.03 - $23.33 $454,312 - $460,230
-19,727 Reduced 46.26%
22,918 $530,000
Q3 2024

Nov 12, 2024
SELL
$22.76 - $23.41 $97,344 - $100,124
-4,277 Reduced 9.12%
42,645 $998,000
Q2 2024

Aug 13, 2024
SELL
$22.68 - $22.96 $1.59 Million - $1.61 Million
-70,065 Reduced 59.89%
46,922 $1.07 Million
Q1 2024

May 15, 2024
BUY
$22.8 - $23.08 $152,007 - $153,874
6,667 Added 6.04%
116,987 $2.7 Million
Q4 2023

Feb 06, 2024
SELL
$22.13 - $23.05 $152,874 - $159,229
-6,908 Reduced 5.89%
110,320 $2.53 Million
Q3 2023

Nov 13, 2023
SELL
$22.42 - $22.82 $1.62 Million - $1.65 Million
-72,260 Reduced 38.13%
117,228 $2.64 Million
Q2 2023

Aug 11, 2023
SELL
$22.35 - $22.8 $424,024 - $432,561
-18,972 Reduced 9.1%
189,488 $4.31 Million
Q1 2023

May 11, 2023
SELL
$22.21 - $23.09 $613,906 - $638,230
-27,641 Reduced 11.71%
208,460 $4.75 Million
Q4 2022

Feb 14, 2023
BUY
$21.73 - $22.84 $5.13 Million - $5.39 Million
236,101 New
236,101 $5.28 Million

Others Institutions Holding IBHF

# of Institutions
122
Shares Held
18.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2026 TERM HI

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