Ifp Advisors, Inc Svb Financial Group Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$0.0 - $333.5 $0 - $19,009	-57 Reduced 59.38%	39 $0
Q4 2022 Feb 07, 2023	SELL	$200.26 - $376.49 $4,205 - $7,906	-21 Reduced 17.95%	96 $20,000
Q3 2022 Nov 08, 2022	BUY	$21.04 - $436.17 $357 - $7,414	17 Added 17.0%	117 $33,000
Q2 2022 Sep 06, 2022	BUY	$389.13 - $547.75 $38,913 - $54,775	100 New	100 $29,000
Q2 2022 Aug 12, 2022	SELL	$389.13 - $547.75 $38,913 - $54,775	-100 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$494.35 - $737.77 $26,200 - $39,101	-53 Reduced 34.64%	100 $55,000
Q1 2022 Aug 08, 2022	BUY	$494.35 - $737.77 $494 - $737	1 Added 0.66%	153 $85,000
Q4 2021 Jan 12, 2022	BUY	$637.64 - $755.03 $60,575 - $71,727	95 Added 166.67%	152 $99,000
Q3 2021 Oct 06, 2021	SELL	$534.95 - $674.41 $13,908 - $17,534	-26 Reduced 31.33%	57 $36,000
Q2 2021 Jul 13, 2021	SELL	$483.33 - $606.83 $3.31 Million - $4.16 Million	-6,850 Reduced 98.8%	83 $47,000
Q1 2021 Apr 30, 2021	BUY	$386.16 - $551.63 $2.67 Million - $3.81 Million	6,907 Added 26565.38%	6,933 $3.39 Million
Q2 2020 Aug 05, 2020	SELL	$139.34 - $236.04 $4,319 - $7,317	-31 Reduced 54.39%	26 $5,000
Q1 2020 May 12, 2020	BUY	$130.98 - $270.79 $654 - $1,353	5 Added 9.62%	57 $11,000
Q4 2019 Jan 17, 2020	BUY	$188.33 - $254.21 $2,448 - $3,304	13 Added 33.33%	52 $13,000
Q3 2019 Nov 07, 2019	BUY	$184.71 - $233.79 $1,662 - $2,104	9 Added 30.0%	39 $7,000
Q1 2019 May 15, 2019	SELL	$189.64 - $250.81 $22,567 - $29,846	-119 Reduced 79.87%	30 $6,000
Q4 2018 Jan 23, 2019	SELL	$180.49 - $321.39 $18,409 - $32,781	-102 Reduced 40.64%	149 $28,000
Q3 2018 Oct 25, 2018	SELL	$289.02 - $331.24 $3,757 - $4,306	-13 Reduced 4.92%	251 $0
Q2 2018 Aug 07, 2018	BUY	$233.42 - $325.72 $52,286 - $72,961	224 Added 560.0%	264 $0
Q1 2018 Jun 03, 2019	SELL	$227.08 - $270.72 $5,222 - $6,226	-23 Reduced 36.51%	40 $9,000
Q1 2018 May 09, 2018	BUY	$227.08 - $270.72 $5,222 - $6,226	23 Added 57.5%	63 $0
Q4 2017 Jan 24, 2018	BUY	$181.64 - $241.7 $2,724 - $3,625	15 Added 60.0%	40 $0
Q3 2017 Oct 30, 2017	SELL	$160.72 - $187.09 $7,714 - $8,980	-48 Reduced 65.75%	25 $5,000
Q2 2017 Jun 03, 2019	SELL	N/A	-3 Reduced 3.95%	73 $13,000
Q1 2017 Jun 03, 2019	BUY	N/A	51 Added 204.0%	76 $14,000
Q4 2016 Jun 03, 2019	SELL	N/A	-1,418 Reduced 98.27%	25 $4,000
Q2 2016 Jun 03, 2019	BUY	N/A	1,413 Added 4710.0%	1,443 $137,000
Q1 2016 Jun 03, 2019	BUY	N/A	30	30 $6,000

Others Institutions Holding SIVB

# of Institutions

Shares Held

137K

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About SVB FINANCIAL GROUP

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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