Integrated Wealth Concepts LLC Cvb Financial Corp Transaction History

Integrated Wealth Concepts LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$15.75 - $17.43 $378 - $418	24 Added 0.13%	18,683 $322,000
Q1 2024 May 15, 2024	BUY	$16.42 - $20.07 $295 - $361	18 Added 0.1%	18,659 $332,000
Q4 2023 Feb 13, 2024	BUY	$14.98 - $21.31 $1,093 - $1,555	73 Added 0.39%	18,641 $376,000
Q3 2023 Nov 15, 2023	SELL	$13.29 - $19.6 $38,275 - $56,448	-2,880 Reduced 13.43%	18,568 $307,000
Q2 2023 Aug 15, 2023	SELL	$10.86 - $16.63 $30,712 - $47,029	-2,828 Reduced 11.65%	21,448 $284,000
Q1 2023 May 03, 2023	BUY	$16.38 - $25.59 $24,995 - $39,050	1,526 Added 6.71%	24,276 $405,000
Q4 2022 Feb 13, 2023	SELL	$25.53 - $28.95 $49,655 - $56,307	-1,945 Reduced 7.88%	22,750 $586,000
Q3 2022 Nov 14, 2022	SELL	$24.07 - $28.04 $72 - $84	-3 Reduced 0.01%	24,695 $625,000
Q1 2022 May 12, 2022	BUY	$21.58 - $24.05 $532,982 - $593,986	24,698 New	24,698 $573,000

243

101M

800

7.3K

Ticker CVBF
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 139,804,992
Market Cap $3.36B
Description
CVB Financial Corp. operates as a bank holding company for Citizens Business Bank, a state-chartered bank that provides banking and financial services to small to mid-sized businesses and individuals. It offers checking, savings, money market, and time certificates of deposit products for business and personal accounts; and serves as a federal t...

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