ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC – iShares ESG MSCI USA Leaders ETF Transaction History
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC portfolio value:
$906,000
portfolio value
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.97%
quarter
iShares ESG MSCI USA Leaders ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -68.64% | -32.12K shares | -2.20M | $61.76 | 14.67K |
| Q2 2022 | share | Increase | +363.60% | 36.70K shares | 2.30M | $66.39 | 46.80K |
| Q1 2022 | share | Increase | +28.55% | 2.24K shares | 137K | $79.19 | 10.09K |
| Q4 2021 | share | 0.00% | 0 shares | 70K | $84.6 | 7.85K | |
| Q3 2021 | share | 0.00% | 0 shares | 3K | $75.5 | 7.85K | |
| Q2 2021 | share | 0.00% | 0 shares | 45K | $74.84 | 7.85K | |
| Q1 2021 | share | Increase | +6.76% | 497 shares | 67K | $68.86 | 7.85K |
| Q4 2020 | share | Decrease | -42.68% | -5.47K shares | -269K | $64.33 | 7.35K |
| Q3 2020 | share | 0.00% | 0 shares | 52K | $57.39 | 12.83K | |
| Q2 2020 | share | Decrease | -1.78% | -233 shares | 105K | $53.15 | 12.83K |
| Q1 2020 | share | Increase | 0.00% | 13.06K shares | 589K | $44.14 | 13.06K |