Independent Advisor Alliance Svb Financial Group Transaction History

Independent Advisor Alliance

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	SELL	$21.04 - $436.17 $2,356 - $48,851	-112 Reduced 8.08%	1,274 $428,000
Q2 2022 Aug 04, 2022	SELL	$389.13 - $547.75 $41,247 - $58,061	-106 Reduced 7.1%	1,386 $547,000
Q1 2022 May 06, 2022	SELL	$494.35 - $737.77 $80,084 - $119,518	-162 Reduced 9.79%	1,492 $835,000
Q4 2021 Feb 11, 2022	SELL	$637.64 - $755.03 $6,376 - $7,550	-10 Reduced 0.6%	1,654 $1.12 Million
Q3 2021 Nov 01, 2021	SELL	$534.95 - $674.41 $111,269 - $140,277	-208 Reduced 11.11%	1,664 $1.08 Million
Q2 2021 Aug 12, 2021	SELL	$483.33 - $606.83 $5.55 Million - $6.97 Million	-11,487 Reduced 85.99%	1,872 $1.04 Million
Q1 2021 May 14, 2021	BUY	$386.16 - $551.63 $4.43 Million - $6.33 Million	11,470 Added 607.2%	13,359 $6.6 Million
Q4 2020 Feb 11, 2021	SELL	$245.3 - $387.83 $7,604 - $12,022	-31 Reduced 1.61%	1,889 $733,000
Q3 2020 Nov 04, 2020	BUY	$201.65 - $259.73 $16,333 - $21,038	81 Added 4.4%	1,920 $462,000
Q2 2020 Aug 06, 2020	BUY	$139.34 - $236.04 $256,246 - $434,077	1,839 New	1,839 $396,000

150K

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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