Robertson Stephens Wealth Management, LLC Ishares 0 5 Year High Yield CO Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.7 Billion
  • Q3 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares 0 5 Year High Yield CO stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 84,547 shares of SHYG stock, worth $3.64 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
84,547
Previous 343,163 75.36%
Holding current value
$3.64 Million
Previous $14.5 Million 74.65%
% of portfolio
0.14%
Previous 0.75%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$41.95 - $43.42 $10.8 Million - $11.2 Million
-258,616 Reduced 75.36%
84,547 $3.67 Million
Q2 2024

Aug 13, 2024
BUY
$41.64 - $42.32 $812,229 - $825,493
19,506 Added 6.03%
343,163 $14.5 Million
Q1 2024

May 15, 2024
BUY
$41.98 - $42.63 $13.6 Million - $13.8 Million
323,657 New
323,657 $13.8 Million
Q4 2022

Feb 14, 2023
BUY
$39.79 - $41.87 $821,504 - $864,448
20,646 New
20,646 $844,000
Q1 2021

May 07, 2021
SELL
$45.28 - $45.81 $574,512 - $581,237
-12,688 Closed
0 $0
Q4 2020

Feb 10, 2021
SELL
$43.72 - $45.44 $123,290 - $128,140
-2,820 Reduced 18.18%
12,688 $576,000
Q3 2020

Nov 10, 2020
BUY
$42.81 - $44.47 $41,568 - $43,180
971 Added 6.68%
15,508 $681,000
Q2 2020

Aug 12, 2020
BUY
$39.39 - $43.83 $572,612 - $637,156
14,537 New
14,537 $623,000

Others Institutions Holding SHYG

# of Institutions
557
Shares Held
126M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR HIGH YIELD CO

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