Svb Wealth LLC Ishares Esg Aware Msci Usa Sma Transaction History

Svb Wealth LLC

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

401

33.7M

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