Svb Wealth LLC Ishares Trust Ishares 1 5 Year Transaction History

Svb Wealth LLC

$5.3 Billion
Q4 2024

A detailed history of Svb Wealth LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Svb Wealth LLC holds 359,300 shares of IGSB stock, worth $18.6 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

359,300

Holding current value

$18.6 Million

% of portfolio

0.35%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$51.54 - $52.55 $18.5 Million - $18.9 Million	359,300 New	359,300 $18.6 Million
Q1 2024 May 15, 2024	BUY	$50.95 - $51.48 $794,004 - $802,264	15,584 Added 4.5%	361,874 $18.6 Million
Q4 2023 Jan 30, 2024	SELL	$49.4 - $51.28 $284,050 - $294,860	-5,750 Reduced 1.63%	346,290 $17.8 Million
Q3 2023 Oct 23, 2023	SELL	$49.74 - $50.37 $606,877 - $614,564	-12,201 Reduced 3.35%	352,040 $17.5 Million
Q2 2023 Jul 24, 2023	SELL	$50.02 - $50.76 $218,987 - $222,227	-4,378 Reduced 1.19%	364,241 $18.3 Million
Q1 2023 May 12, 2023	SELL	$49.56 - $50.75 $38,409 - $39,331	-775 Reduced 0.21%	368,619 $18.6 Million
Q4 2022 Feb 10, 2023	BUY	$48.63 - $50.19 $3.45 Million - $3.56 Million	70,916 Added 23.76%	369,394 $18.4 Million
Q3 2022 Nov 09, 2022	BUY	$49.08 - $51.27 $3.78 Million - $3.95 Million	77,118 Added 34.84%	298,478 $14.7 Million
Q2 2022 Aug 16, 2022	BUY	$49.84 - $51.62 $1.35 Million - $1.4 Million	27,121 Added 13.96%	221,360 $11.2 Million
Q1 2022 May 13, 2022	BUY	$51.49 - $53.86 $2.22 Million - $2.32 Million	43,050 Added 28.47%	194,239 $10 Million
Q4 2021 Feb 15, 2022	SELL	$53.82 - $54.66 $394,016 - $400,165	-7,321 Reduced 4.62%	151,189 $8.15 Million
Q3 2021 Nov 09, 2021	BUY	$54.6 - $54.92 $2.93 Million - $2.94 Million	53,580 Added 51.06%	158,510 $8.66 Million
Q2 2021 Aug 13, 2021	BUY	$54.57 - $54.92 $4.16 Million - $4.18 Million	76,145 Added 264.53%	104,930 $5.75 Million
Q1 2021 May 11, 2021	SELL	$54.5 - $55.17 $25,887 - $26,205	-475 Reduced 1.62%	28,785 $1.57 Million
Q4 2020 Feb 10, 2021	SELL	$54.79 - $55.17 $38,955 - $39,225	-711 Reduced 2.37%	29,260 $1.61 Million
Q3 2020 Nov 10, 2020	BUY	$54.69 - $55.09 $3,281 - $3,305	60 Added 0.2%	29,971 $1.65 Million
Q2 2020 Aug 05, 2020	BUY	$51.96 - $54.73 $187,471 - $197,465	3,608 Added 13.72%	29,911 $1.64 Million
Q1 2020 May 11, 2020	SELL	$47.21 - $54.5 $39,986 - $46,161	-847 Reduced 3.12%	26,303 $1.38 Million
Q4 2019 Feb 13, 2020	SELL	$53.49 - $53.82 $128,803 - $129,598	-2,408 Reduced 8.15%	27,150 $1.46 Million
Q3 2019 Nov 01, 2019	SELL	$53.16 - $53.82 $1 Million - $1.02 Million	-18,877 Reduced 38.97%	29,558 $1.59 Million
Q2 2019 Jul 10, 2019	BUY	$52.58 - $53.44 $2.55 Million - $2.59 Million	48,435 New	48,435 $2.59 Million

Others Institutions Holding IGSB

# of Institutions

1,015

Shares Held

326M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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