Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History

Robertson Stephens Wealth Management, LLC

$2.7 Billion
Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ibonds 2027 Term Hi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 44,908 shares of IBHG stock, worth $998,753. This represents 0.04% of its overall portfolio holdings.

Number of Shares

44,908

Previous 52,218 14.0%

Holding current value

$998,753

Previous $1.15 Million 11.83%

% of portfolio

0.04%

Previous 0.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$21.89 - $22.6 $160,015 - $165,206	-7,310 Reduced 14.0%	44,908 $1.01 Million
Q2 2024 Aug 13, 2024	SELL	$21.73 - $22.12 $559,373 - $569,413	-25,742 Reduced 33.02%	52,218 $1.15 Million
Q1 2024 May 15, 2024	BUY	$22.0 - $22.38 $209,418 - $213,035	9,519 Added 13.91%	77,960 $1.74 Million
Q4 2023 Feb 06, 2024	BUY	$20.98 - $22.35 $203,715 - $217,018	9,710 Added 16.53%	68,441 $1.52 Million
Q3 2023 Nov 13, 2023	BUY	$21.41 - $21.94 $132,870 - $136,159	6,206 Added 11.82%	58,731 $1.26 Million
Q1 2023 May 11, 2023	BUY	$21.3 - $22.39 $1.12 Million - $1.18 Million	52,525 New	52,525 $1.15 Million

Others Institutions Holding IBHG

# of Institutions

Shares Held

3.41M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS 2027 TERM HI

Ticker IBHG

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Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds 2027 Term Hi Transaction History