Robertson Stephens Wealth Management, LLC Ishares Tr Ishares Core Msci P Transaction History

Robertson Stephens Wealth Management, LLC

$2.75 Billion
Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 46,876 shares of IPAC stock, worth $2.93 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

46,876

Previous 50,225 6.67%

Holding current value

$2.93 Million

Previous $3.34 Million 14.35%

% of portfolio

0.1%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$60.27 - $66.27 $201,844 - $221,938	-3,349 Reduced 6.67%	46,876 $2.86 Million
Q3 2024 Nov 12, 2024	BUY	$57.83 - $67.29 $2.33 Million - $2.71 Million	40,335 Added 407.84%	50,225 $3.34 Million
Q1 2024 May 15, 2024	SELL	$58.42 - $63.62 $14,897 - $16,223	-255 Reduced 2.51%	9,890 $626,000
Q4 2023 Feb 06, 2024	SELL	$53.05 - $59.52 $2,917 - $3,273	-55 Reduced 0.54%	10,145 $603,000
Q3 2023 Nov 13, 2023	SELL	$55.09 - $59.37 $26,167 - $28,200	-475 Reduced 4.45%	10,200 $567,000
Q2 2023 Aug 11, 2023	SELL	$55.74 - $59.1 $286,224 - $303,478	-5,135 Reduced 32.48%	10,675 $613,000
Q4 2022 Feb 14, 2023	BUY	$47.39 - $55.32 $749,235 - $874,609	15,810 New	15,810 $848,000

Others Institutions Holding IPAC

# of Institutions

146

Shares Held

25.3M

Call Options Held

Put Options Held

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About ISHARES TR ISHARES CORE MSCI P

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Robertson Stephens Wealth Management, LLC Ishares Tr Ishares Core Msci P Transaction History