Svb Wealth LLC Ishares Esg Advanced Msci Eafe Transaction History

Svb Wealth LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 30, 2024	SELL	$54.4 - $64.25 $42,160 - $49,793	-775 Reduced 16.8%	3,838 $245,000
Q3 2023 Oct 23, 2023	SELL	$56.74 - $62.52 $510 - $562	-9 Reduced 0.19%	4,613 $263,000
Q2 2023 Jul 24, 2023	SELL	$59.18 - $61.93 $1,657 - $1,734	-28 Reduced 0.6%	4,622 $281,000
Q1 2023 May 12, 2023	BUY	$54.76 - $60.35 $254,634 - $280,627	4,650 New	4,650 $277,000

188

7.72M

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