Robertson Stephens Wealth Management, LLC Ishares S&P Midcap 400 Growth Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,427 shares of IJK stock, worth $511,766. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,427
Previous 5,817 6.7%
Holding current value
$511,766
Previous $534,000 7.68%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 27, 2025
SELL
$90.66 - $99.46 $35,357 - $38,789
-390 Reduced 6.7%
5,427 $493,000
Q3 2024

Nov 12, 2024
BUY
$84.81 - $93.54 $91,085 - $100,461
1,074 Added 22.64%
5,817 $534,000
Q2 2024

Aug 13, 2024
BUY
$84.85 - $91.12 $13,321 - $14,305
157 Added 3.42%
4,743 $417,000
Q4 2023

Feb 06, 2024
SELL
$67.78 - $80.04 $67,508 - $79,719
-996 Reduced 17.84%
4,586 $363,000
Q3 2023

Nov 13, 2023
SELL
$71.48 - $77.94 $23,945 - $26,109
-335 Reduced 5.66%
5,582 $403,000
Q2 2023

Aug 11, 2023
SELL
$69.13 - $75.0 $2,212 - $2,400
-32 Reduced 0.54%
5,917 $443,000
Q1 2023

May 11, 2023
SELL
$67.77 - $74.78 $27,379 - $30,211
-404 Reduced 6.36%
5,949 $425,000
Q4 2022

Feb 14, 2023
SELL
$63.9 - $72.95 $123,582 - $141,085
-1,934 Reduced 23.34%
6,353 $433,000
Q3 2022

Nov 14, 2022
SELL
$62.35 - $75.79 $67,026 - $81,474
-1,075 Reduced 11.48%
8,287 $522,000
Q2 2022

Aug 12, 2022
SELL
$61.85 - $78.06 $363,925 - $459,305
-5,884 Reduced 38.59%
9,362 $596,000
Q1 2022

May 16, 2022
BUY
$72.34 - $85.19 $174,122 - $205,052
2,407 Added 18.75%
15,246 $1.18 Million
Q4 2021

Feb 14, 2022
BUY
$79.13 - $87.9 $1.02 Million - $1.13 Million
12,839 New
12,839 $1.09 Million

Others Institutions Holding IJK

# of Institutions
943
Shares Held
70.7M
Call Options Held
5.1K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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