Svb Wealth LLC Ishares Trust Ishares Esg Awar Transaction History

Svb Wealth LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$102.91 - $114.96 $306,054 - $341,891	-2,974 Reduced 50.0%	2,974 $341,000
Q4 2023 Jan 30, 2024	SELL	$89.99 - $105.25 $167,381 - $195,765	-1,860 Reduced 23.82%	5,948 $624,000
Q3 2023 Oct 23, 2023	BUY	$93.48 - $100.86 $32,437 - $34,998	347 Added 4.65%	7,808 $733,000
Q2 2023 Jul 24, 2023	SELL	$88.97 - $97.46 $1,423 - $1,559	-16 Reduced 0.21%	7,461 $727,000
Q1 2023 May 12, 2023	BUY	$84.05 - $92.64 $628,441 - $692,669	7,477 New	7,477 $676,000

810

94.7M

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