Robertson Stephens Wealth Management, LLC IVV Holdings History
Robertson Stephens Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 217,416.00 shares of iShares Core S&P 500 ETF(IVV), totaling $122.17 Mil. This investment constitutes 4.2% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Robertson Stephens Wealth Management, LLC has made 19 purchases of IVV, at an average price of $422.61, for a total of 330,010.00 shares. In addition, there have been 6 sales at an average price of $507.04 for 112,594.00 shares. Based on historical transaction data and IVV's current price of $630.67, Robertson Stephens Wealth Management, LLC's estimated gain on his IVV holdings is $54.74 Mil, reflecting a 39.25% gain to date.
Robertson Stephens Wealth Management, LLC IVV ($630.67) Holding Chart
Robertson Stephens Wealth Management, LLC IVV ($630.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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