Robertson Stephens Wealth Management, LLC Ishares Trust Ishares 1 5 Year Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 67,745 shares of IGSB stock, worth $3.53 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
67,745
Previous 74,446 9.0%
Holding current value
$3.53 Million
Previous $3.92 Million 10.66%
% of portfolio
0.13%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$51.54 - $52.55 $345,369 - $352,137
-6,701 Reduced 9.0%
67,745 $3.5 Million
Q3 2024

Nov 12, 2024
SELL
$51.02 - $52.74 $555,403 - $574,127
-10,886 Reduced 12.76%
74,446 $3.92 Million
Q2 2024

Aug 13, 2024
BUY
$50.64 - $51.3 $4.32 Million - $4.38 Million
85,332 New
85,332 $4.37 Million
Q4 2021

Feb 14, 2022
SELL
$53.82 - $54.66 $599,554 - $608,912
-11,140 Closed
0 $0
Q3 2021

Nov 10, 2021
SELL
$54.6 - $54.92 $1.09 Million - $1.1 Million
-19,971 Reduced 64.19%
11,140 $608,000
Q2 2021

Aug 17, 2021
BUY
$54.57 - $54.92 $926,107 - $932,047
16,971 Added 120.02%
31,111 $1.71 Million
Q1 2021

May 07, 2021
SELL
$54.5 - $55.17 $249,283 - $252,347
-4,574 Reduced 24.44%
14,140 $773,000
Q4 2020

Feb 10, 2021
SELL
$54.79 - $55.17 $145,412 - $146,421
-2,654 Reduced 12.42%
18,714 $1.03 Million
Q3 2020

Nov 10, 2020
SELL
$54.69 - $55.09 $115,833 - $116,680
-2,118 Reduced 9.02%
21,368 $1.17 Million
Q2 2020

Aug 12, 2020
BUY
$51.96 - $54.73 $1.22 Million - $1.29 Million
23,486 New
23,486 $1.28 Million

Others Institutions Holding IGSB

# of Institutions
1,047
Shares Held
325M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

IGSB Quotes by TradingView
  • Ticker IGSB
  • Sector ETFs
  • Industry ETFs
More about IGSB
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email