Robertson Stephens Wealth Management, LLC Ishares Expanded Tech Software Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 2,179 shares of IGV stock, worth $234,111. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,179
Previous 2,104 3.56%
Holding current value
$234,111
Previous $230,000 8.7%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$105.96 - $117.79 $7,946 - $8,834
75 Added 3.56%
2,179 $250,000
Q2 2025

Jul 24, 2025
BUY
$80.15 - $109.5 $168,635 - $230,388
2,104 New
2,104 $230,000
Q4 2024

Jan 27, 2025
SELL
$87.5 - $110.17 $40,862 - $51,449
-467 Reduced 15.78%
2,493 $249,000
Q3 2024

Nov 12, 2024
SELL
$77.94 - $89.37 $38,892 - $44,595
-499 Reduced 14.43%
2,960 $264,000
Q2 2024

Aug 13, 2024
SELL
$77.36 - $86.9 $184,658 - $207,430
-2,387 Reduced 40.83%
3,459 $300,000
Q1 2024

May 15, 2024
BUY
$83.56 - $442.01 $82,139 - $434,495
983 Added 20.21%
5,846 $498,000
Q4 2023

Feb 06, 2024
SELL
$329.19 - $408.79 $2.68 Million - $3.33 Million
-8,146 Reduced 62.62%
4,863 $1.97 Million
Q3 2023

Nov 13, 2023
BUY
$334.35 - $367.01 $307,936 - $338,016
921 Added 7.62%
13,009 $4.44 Million
Q2 2023

Aug 11, 2023
BUY
$287.57 - $349.4 $2.74 Million - $3.33 Million
9,530 Added 372.56%
12,088 $4.18 Million
Q1 2023

May 11, 2023
BUY
$249.85 - $304.7 $639,116 - $779,422
2,558 New
2,558 $779,000
Q4 2021

Feb 14, 2022
SELL
$384.52 - $446.52 $1.25 Million - $1.45 Million
-3,238 Closed
0 $0
Q3 2021

Nov 10, 2021
SELL
$386.87 - $428.17 $116,061 - $128,451
-300 Reduced 8.48%
3,238 $1.29 Million
Q2 2021

Aug 17, 2021
BUY
$333.59 - $395.13 $100,076 - $118,539
300 Added 9.26%
3,538 $1.38 Million
Q4 2020

Feb 10, 2021
BUY
$302.67 - $365.08 $200,064 - $241,317
661 Added 25.65%
3,238 $1.15 Million
Q1 2020

May 01, 2020
BUY
$185.88 - $266.67 $301,869 - $433,072
1,624 Added 170.41%
2,577 $542,000
Q3 2019

Nov 14, 2019
BUY
$209.16 - $230.04 $199,329 - $219,228
953 New
953 $202,000

Others Institutions Holding IGV

# of Institutions
761
Shares Held
56.2M
Call Options Held
3.07M
Put Options Held
6.16M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

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