Robertson Stephens Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 7,515 shares of IUSV stock, worth $728,579. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,515

Previous 60,176 87.51%

Holding current value

$728,579

Previous $5.55 Million 87.2%

% of portfolio

0.02%

Previous 0.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$81.46 - $94.63 $4.29 Million - $4.98 Million	-52,661 Reduced 87.51%	7,515 $711,000
Q1 2025 Apr 17, 2025	BUY	$90.0 - $96.32 $1.23 Million - $1.31 Million	13,638 Added 29.31%	60,176 $5.55 Million
Q4 2024 Jan 27, 2025	SELL	$91.94 - $100.02 $3.32 Million - $3.61 Million	-36,115 Reduced 43.69%	46,538 $4.31 Million
Q3 2024 Nov 12, 2024	BUY	$87.56 - $95.49 $1.28 Million - $1.39 Million	14,594 Added 21.44%	82,653 $7.89 Million
Q2 2024 Aug 13, 2024	SELL	$85.39 - $90.42 $1.39 Million - $1.47 Million	-16,266 Reduced 19.29%	68,059 $6 Million
Q1 2024 May 15, 2024	BUY	$82.87 - $90.44 $2.28 Million - $2.49 Million	27,568 Added 48.57%	84,325 $7.63 Million
Q4 2023 Feb 06, 2024	SELL	$71.48 - $84.61 $632,955 - $749,221	-8,855 Reduced 13.5%	56,757 $4.79 Million
Q3 2023 Nov 13, 2023	BUY	$74.38 - $81.04 $1.54 Million - $1.68 Million	20,742 Added 46.23%	65,612 $4.9 Million
Q2 2023 Aug 11, 2023	SELL	$72.65 - $78.26 $1.37 Million - $1.48 Million	-18,884 Reduced 29.62%	44,870 $3.51 Million
Q1 2023 May 11, 2023	SELL	$70.21 - $77.86 $1.47 Million - $1.63 Million	-20,992 Reduced 24.77%	63,754 $4.7 Million
Q4 2022 Feb 14, 2023	BUY	$63.23 - $73.93 $5.36 Million - $6.27 Million	84,746 New	84,746 $5.99 Million

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

177M

Call Options Held

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Robertson Stephens Wealth Management, LLC Ishares Core S&P U.S. Value Et Transaction History