Robertson Stephens Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Robertson Stephens Wealth Management, LLC

$3.07 Billion
Q2 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 240,233 shares of USIG stock, worth $12.3 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

240,233

Previous 266,299 9.79%

Holding current value

$12.3 Million

Previous $13.6 Million 9.15%

% of portfolio

0.4%

Previous 0.48%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$49.73 - $51.44 $1.3 Million - $1.34 Million	-26,066 Reduced 9.79%	240,233 $12.4 Million
Q1 2025 Apr 17, 2025	BUY	$49.67 - $51.43 $165,897 - $171,776	3,340 Added 1.27%	266,299 $13.6 Million
Q4 2024 Jan 27, 2025	SELL	$50.14 - $52.56 $4.83 Million - $5.06 Million	-96,241 Reduced 26.79%	262,959 $13.2 Million
Q3 2024 Nov 12, 2024	BUY	$49.82 - $52.8 $17.9 Million - $19 Million	359,200 New	359,200 $18.9 Million
Q1 2024 May 15, 2024	SELL	$50.05 - $51.32 $59,609 - $61,122	-1,191 Reduced 11.61%	9,070 $460,000
Q4 2023 Feb 06, 2024	BUY	$46.72 - $51.48 $479,393 - $528,236	10,261 New	10,261 $525,000

Others Institutions Holding USIG

# of Institutions

466

Shares Held

186M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Industry ETFs

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Robertson Stephens Wealth Management, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History