Svb Wealth LLC Ishares Tr Transaction History

Svb Wealth LLC

$4.45 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	BUY	$243.41 - $265.01 $196,675 - $214,128	808 New	808 $212,000

Others Institutions Holding IHF

# of Institutions

227

Shares Held

7.6M

Call Options Held

21.8K

Put Options Held

50.3K

Morgan Stanley New York, NY

820K
Shares

$42.2 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

785K
Shares

$40.4 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

626K
Shares

$32.2 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

417K
Shares

$21.4 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

336K
Shares

$17.3 Million
0.88% of portfolio

About ISHARES TR

Ticker IHF
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