Robertson Stephens Wealth Management, LLC Ishares Tr Ibonds 2027 Term Hi 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 Ibonds 2027 Term Hi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 14,512 shares of IBHG stock, worth $320,424. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,512
Previous 42,610 65.94%
Holding current value
$320,424
Previous $947,000 65.79%
% of portfolio
0.01%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$22.21 - $22.56 $624,056 - $633,890
-28,098 Reduced 65.94%
14,512 $324,000
Q4 2024

Jan 27, 2025
SELL
$22.11 - $22.54 $50,808 - $51,796
-2,298 Reduced 5.12%
42,610 $947,000
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
76
Shares Held
10.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2027 TERM HI

IBHG Quotes by TradingView
  • Ticker IBHG
More about IBHG
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