Ishares Tr shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBHG) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $324k | 15k | 22.33 |
| 2024-12-31 | $948k | 43k | 22.24 |
| 2024-09-30 | $1.0M | 45k | 22.60 |
| 2024-03-31 | $1.7M | 78k | 22.26 |
| 2023-12-31 | $1.5M | 68k | 22.21 |
| 2023-09-30 | $1.3M | 59k | 21.53 |
| 2023-06-30 | $1.1M | 53k | 21.83 |
| 2023-03-31 | $1.2M | 53k | 21.98 |
More positions owned by Robertson Stephens Wealth Management
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