Robertson Stephens Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 92,407 shares of IUSB stock, worth $4.25 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
92,407
Previous 140,104 34.04%
Holding current value
$4.25 Million
Previous $6.6 Million 36.74%
% of portfolio
0.15%
Previous 0.24%

Shares

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

Jan 27, 2025
SELL
$45.07 - $47.1 $2.15 Million - $2.25 Million
-47,697 Reduced 34.04%
92,407 $4.18 Million
Q3 2024

Nov 12, 2024
BUY
$44.83 - $47.42 $1.14 Million - $1.2 Million
25,363 Added 22.1%
140,104 $6.6 Million
Q2 2024

Aug 13, 2024
BUY
$44.3 - $45.58 $448,581 - $461,543
10,126 Added 9.68%
114,741 $5.19 Million
Q1 2024

May 15, 2024
BUY
$45.02 - $46.27 $1.61 Million - $1.66 Million
35,794 Added 52.01%
104,615 $4.77 Million
Q4 2023

Feb 06, 2024
SELL
$42.6 - $46.25 $4.72 Million - $5.12 Million
-110,808 Reduced 61.69%
68,821 $3.17 Million
Q3 2023

Nov 13, 2023
BUY
$43.62 - $45.64 $2.59 Million - $2.71 Million
59,284 Added 49.26%
179,629 $7.85 Million
Q2 2023

Aug 11, 2023
BUY
$45.12 - $46.45 $309,793 - $318,925
6,866 Added 6.05%
120,345 $5.47 Million
Q1 2023

May 11, 2023
BUY
$44.68 - $46.69 $1.23 Million - $1.29 Million
27,523 Added 32.02%
113,479 $5.24 Million
Q4 2022

Feb 14, 2023
BUY
$43.31 - $46.11 $1.72 Million - $1.83 Million
39,777 Added 86.14%
85,956 $3.86 Million
Q3 2022

Nov 14, 2022
SELL
$44.1 - $48.01 $790,889 - $861,011
-17,934 Reduced 27.97%
46,179 $2.05 Million
Q2 2022

Aug 12, 2022
SELL
$45.73 - $49.5 $1.11 Million - $1.21 Million
-24,355 Reduced 27.53%
64,113 $3 Million
Q1 2022

May 16, 2022
BUY
$49.13 - $52.58 $791,828 - $847,431
16,117 Added 22.28%
88,468 $4.39 Million
Q4 2021

Feb 14, 2022
BUY
$52.59 - $53.43 $176,965 - $179,791
3,365 Added 4.88%
72,351 $3.83 Million
Q3 2021

Nov 10, 2021
BUY
$53.21 - $53.97 $1.09 Million - $1.11 Million
20,557 Added 42.45%
68,986 $3.67 Million
Q2 2021

Aug 17, 2021
BUY
$52.74 - $53.49 $1.6 Million - $1.63 Million
30,414 Added 168.83%
48,429 $2.59 Million
Q1 2021

May 07, 2021
BUY
$52.55 - $54.49 $946,688 - $981,637
18,015 New
18,015 $950,000

Others Institutions Holding IUSB

# of Institutions
770
Shares Held
700M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE TOTAL USD BOND MA

IUSB Quotes by TradingView
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