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Robertson Stephens Wealth Management, LLC
> IJR
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IJR | 174,292 | -78,050 | 17,368,159,000 | -7,033,314,000 | $99,649.78 |
03/31/2023 | iSHARES TRUST | IJR | 252,342 | 144,133 | 24,401,473,000 | 14,160,489,000 | $96,700.01 |
12/31/2022 | iSHARES TRUST | IJR | 108,209 | 15,027 | 10,240,984,000 | 10,232,860,000 | $94,640.78 |
09/30/2022 | iSHARES TRUST | IJR | 93,182 | 198 | 8,124,000 | -468,000 | $87.18 |
06/30/2022 | iSHARES TRUST | IJR | 92,984 | -119,725 | 8,592,000 | -14,355,000 | $92.40 |
03/31/2022 | iSHARES TRUST | IJR | 212,709 | 87,070 | 22,947,000 | 9,229,000 | $107.88 |
09/30/2021 | iSHARES TRUST | IJR | 125,639 | -1,141 | 13,718,000 | -605,000 | $109.19 |
06/30/2021 | iSHARES TRUST | IJR | 126,780 | -23,733 | 14,323,000 | -2,012,000 | $112.98 |
03/31/2021 | iSHARES TRUST | IJR | 150,513 | 82,496 | 16,335,000 | 10,085,000 | $108.53 |
12/31/2020 | iSHARES TRUST | IJR | 68,017 | 38,831 | 6,250,000 | 4,201,000 | $91.89 |
09/30/2020 | iSHARES TRUST | IJR | 29,186 | 14,655 | 2,049,000 | 1,057,000 | $70.20 |
06/30/2020 | iSHARES TRUST | IJR | 14,531 | -20,948 | 992,000 | -999,000 | $68.27 |
03/31/2020 | iSHARES TRUST | IJR | 35,479 | -59,048 | 1,991,000 | -5,367,000 | $56.12 |
09/30/2019 | iSHARES TRUST | IJR | 94,527 | 49,210 | 7,358,000 | 3,811,000 | $77.84 |
06/30/2019 | iSHARES TRUST | IJR | 45,317 | 1,846 | 3,547,000 | 193,000 | $78.27 |
03/31/2019 | iSHARES TRUST | IJR | 43,471 | 11,039 | 3,354,000 | 1,106,000 | $77.15 |
12/31/2018 | iSHARES TRUST | IJR | 32,432 | 32,432 | 2,248,000 | 2,248,000 | $69.31 |
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