Svb Wealth LLC Ishares Trust Ishares Esg Awar Transaction History

Svb Wealth LLC

  • $5.3 Billion
  • Q4 2024

A detailed history of Svb Wealth LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Svb Wealth LLC holds 8,486 shares of ESGD stock, worth $694,748. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,486
Holding current value
$694,748
% of portfolio
0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$75.65 - $83.47 $641,965 - $708,326
8,486 New
8,486 $646,000
Q1 2024

May 15, 2024
SELL
$73.39 - $80.18 $201,382 - $220,013
-2,744 Reduced 32.94%
5,586 $446,000
Q4 2023

Jan 30, 2024
SELL
$65.9 - $75.7 $36,245 - $41,635
-550 Reduced 6.19%
8,330 $629,000
Q3 2023

Oct 23, 2023
BUY
$68.87 - $74.82 $74,310 - $80,730
1,079 Added 13.83%
8,880 $613,000
Q2 2023

Jul 24, 2023
SELL
$70.97 - $74.19 $1,419 - $1,483
-20 Reduced 0.26%
7,801 $568,000
Q1 2023

May 12, 2023
BUY
$66.27 - $72.39 $220,082 - $240,407
3,321 Added 73.8%
7,821 $561,000
Q4 2022

Feb 10, 2023
BUY
$55.83 - $67.96 $251,235 - $305,820
4,500 New
4,500 $295,000
Q2 2022

Aug 16, 2022
BUY
$61.64 - $74.67 $271,216 - $328,548
4,400 New
4,400 $276,000

Others Institutions Holding ESGD

# of Institutions
658
Shares Held
96.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
Track This Portfolio

Track Svb Wealth LLC Portfolio

Follow Svb Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email