Svb Wealth LLC Ishares Tr Transaction History

Svb Wealth LLC

  • $117 Million
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$115.73 - $125.75 $576,451 - $626,360
-4,981 Reduced 15.88%
26,386 $3.19 Million
Q1 2024

May 15, 2024
SELL
$113.31 - $123.18 $233,531 - $253,873
-2,061 Reduced 6.17%
31,367 $3.86 Million
Q4 2023

Jan 30, 2024
SELL
$102.97 - $119.06 $1.11 Million - $1.28 Million
-10,775 Reduced 24.38%
33,428 $3.92 Million
Q3 2023

Oct 23, 2023
SELL
$107.44 - $118.16 $58,232 - $64,042
-542 Reduced 1.21%
44,203 $4.76 Million
Q2 2023

Jul 24, 2023
SELL
$108.5 - $119.27 $844,781 - $928,636
-7,786 Reduced 14.82%
44,745 $5.07 Million
Q1 2023

May 12, 2023
SELL
$110.68 - $126.38 $423,461 - $483,529
-3,826 Reduced 6.79%
52,531 $6.16 Million
Q4 2022

Feb 10, 2023
BUY
$107.39 - $125.5 $272,341 - $318,268
2,536 Added 4.71%
56,357 $6.8 Million
Q3 2022

Nov 09, 2022
SELL
$107.22 - $127.71 $133,060 - $158,488
-1,241 Reduced 2.25%
53,821 $5.77 Million
Q2 2022

Aug 16, 2022
BUY
$113.21 - $132.14 $68,605 - $80,076
606 Added 1.11%
55,062 $6.48 Million
Q1 2022

May 13, 2022
SELL
$119.99 - $129.75 $61,074 - $66,042
-509 Reduced 0.93%
54,456 $6.98 Million
Q4 2021

Feb 15, 2022
SELL
$114.37 - $122.59 $626,175 - $671,180
-5,475 Reduced 9.06%
54,965 $6.74 Million
Q3 2021

Nov 09, 2021
SELL
$112.53 - $119.9 $79,446 - $84,649
-706 Reduced 1.15%
60,440 $6.93 Million
Q2 2021

Aug 13, 2021
SELL
$114.14 - $123.06 $239,465 - $258,179
-2,098 Reduced 3.32%
61,146 $7.13 Million
Q1 2021

May 11, 2021
BUY
$94.76 - $115.39 $56,382 - $68,657
595 Added 0.95%
63,244 $7.22 Million
Q4 2020

Feb 10, 2021
SELL
$81.33 - $97.54 $136,797 - $164,062
-1,682 Reduced 2.61%
62,649 $6.03 Million
Q3 2020

Nov 10, 2020
SELL
$77.43 - $86.72 $295,240 - $330,663
-3,813 Reduced 5.6%
64,331 $5.25 Million
Q2 2020

Aug 05, 2020
BUY
$69.37 - $91.69 $4.54 Million - $6 Million
65,474 Added 2452.21%
68,144 $5.5 Million
Q1 2020

May 11, 2020
SELL
$62.67 - $107.3 $5.45 Million - $9.34 Million
-87,017 Reduced 97.02%
2,670 $196,000
Q4 2019

Feb 13, 2020
SELL
$98.25 - $105.76 $264,882 - $285,128
-2,696 Reduced 2.92%
89,687 $9.48 Million
Q3 2019

Nov 01, 2019
SELL
$100.87 - $103.22 $706,594 - $723,056
-7,005 Reduced 7.05%
92,383 $9.42 Million
Q2 2019

Jul 10, 2019
BUY
N/A
99,388 New
99,388 $9.9 Million

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

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