Robertson Stephens Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 55,734 shares of IEI stock, worth $6.66 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
55,734
Previous 190,365 70.72%
Holding current value
$6.66 Million
Previous $22.7 Million 70.62%
% of portfolio
0.21%
Previous 0.74%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$117.65 - $120.08 $15.8 Million - $16.2 Million
-134,631 Reduced 70.72%
55,734 $6.66 Million
Q2 2025

Jul 24, 2025
BUY
$116.93 - $119.39 $18.7 Million - $19.1 Million
159,805 Added 522.92%
190,365 $22.7 Million
Q1 2025

Apr 17, 2025
BUY
$114.57 - $118.14 $3.5 Million - $3.61 Million
30,560 New
30,560 $3.61 Million

Others Institutions Holding IEI

# of Institutions
900
Shares Held
118M
Call Options Held
920K
Put Options Held
933K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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