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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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Applovin Corp Com Cl A (APP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Amazon (AMZN)

View all positions for Robertson Stephens Wealth Management

Top funds holding Ishares Tr

Northwestern Mutual Wealth Management Company
LBMC Investment Advisors
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
LPL Financial
Bank of America Corporation
GAMMA Investing
Raymond James Financial
Morgan Stanley
Lido Advisors
Straight Path Wealth Management
Cetera Investment Advisers
IFP Advisors

View all funds holding Ishares Tr