Svb Wealth LLC Ishares Trust Ishares Esg Awar Transaction History

Svb Wealth LLC

$2.41 Billion
Q1 2025

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 $751,859. This represents 0.03% of its overall portfolio holdings.

Number of Shares

8,486

Previous 8,486 -0.0%

Holding current value

$751,859

Previous $646,000 7.28%

% of portfolio

0.03%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

674

Shares Held

96.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGD
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