Svb Wealth LLC Ishares Esg Aware Msci Usa Sma Transaction History

Svb Wealth LLC

$4.01 Billion
Q2 2024

A detailed history of Svb Wealth LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Svb Wealth LLC holds 7,477 shares of ESML stock, worth $308,127. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,477

Previous 7,477 -0.0%

Holding current value

$308,127

Previous $301,000 4.65%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$36.33 - $40.27 $245,845 - $272,507	-6,767 Reduced 47.51%	7,477 $301,000
Q4 2023 Jan 30, 2024	SELL	$30.96 - $38.59 $39,319 - $49,009	-1,270 Reduced 8.19%	14,244 $541,000
Q3 2023 Oct 23, 2023	BUY	$33.21 - $37.37 $27,099 - $30,493	816 Added 5.55%	15,514 $522,000
Q2 2023 Jul 24, 2023	SELL	$32.46 - $35.52 $1,428 - $1,562	-44 Reduced 0.3%	14,698 $522,000
Q1 2023 May 12, 2023	BUY	$32.27 - $37.51 $261,451 - $303,906	8,102 Added 122.02%	14,742 $501,000
Q4 2022 Feb 10, 2023	BUY	$31.03 - $35.26 $206,039 - $234,126	6,640 New	6,640 $218,000

Others Institutions Holding ESML

# of Institutions

397

Shares Held

33.5M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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