Robertson Stephens Wealth Management, LLC Ishares Morningstar Value ETF Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 10,016 shares of ILCV stock, worth $851,460. This represents 0.03% of its overall portfolio holdings.
Number of Shares
10,016Holding current value
$851,460% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
179Shares Held
9.37MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY879KShares$74.8 Million0.72% of portfolio
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Bank Of America Corp Charlotte, NC792KShares$67.3 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA703KShares$59.7 Million2.81% of portfolio
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Matrix Trust CO700KShares$59.5 Million9.3% of portfolio
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Lpl Financial LLC Fort Mill, SC527KShares$44.8 Million0.02% of portfolio