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

Robertson Stephens Wealth Management, LLC

  • $1.94 Billion
  • Q2 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 52,218 shares of IBHG stock, worth $1.17 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
52,218
Previous 77,960 33.02%
Holding current value
$1.17 Million
Previous $1.74 Million 33.72%
% of portfolio
0.06%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
47
Shares Held
2.99M
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
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