Robertson Stephens Wealth Management, LLC Ishares Tr Transaction History

Robertson Stephens Wealth Management, LLC

$3.21 Billion
Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 5,782 shares of IYF stock, worth $715,406. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,782

Previous 6,315 8.44%

Holding current value

$715,406

Previous $764,000 4.19%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$119.89 - $127.16 $63,901 - $67,776	-533 Reduced 8.44%	5,782 $732,000
Q2 2025 Jul 24, 2025	SELL	$99.23 - $120.99 $44,455 - $54,203	-448 Reduced 6.62%	6,315 $764,000
Q1 2025 Apr 17, 2025	SELL	$107.69 - $119.37 $97,244 - $107,791	-903 Reduced 11.78%	6,763 $755,000
Q4 2024 Jan 27, 2025	SELL	$102.7 - $119.05 $605,827 - $702,275	-5,899 Reduced 43.49%	7,666 $847,000
Q3 2024 Nov 12, 2024	SELL	$93.83 - $105.05 $153,975 - $172,387	-1,641 Reduced 10.79%	13,565 $1.41 Million

Q2 2024 Aug 13, 2024	BUY	$89.39 - $96.85 $17,162 - $18,595	192 Added 1.28%	15,206 $1.44 Million
Q1 2024 May 15, 2024	BUY	$83.91 - $95.65 $1.26 Million - $1.44 Million	15,014 New	15,014 $1.44 Million

Others Institutions Holding IYF

# of Institutions

508

Shares Held

20M

Call Options Held

18.2K

Put Options Held

44.1K

View Full List

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

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Robertson Stephens Wealth Management, LLC Ishares Tr Transaction History