Svb Wealth LLC Iron Mountain Inc Transaction History

Svb Wealth LLC

$1.85 Billion
Q2 2025

A detailed history of Svb Wealth LLC transactions in Iron Mountain Inc stock. As of the latest transaction made, Svb Wealth LLC holds 8,222 shares of IRM stock, worth $858,459. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,222

Previous 9,880 16.78%

Holding current value

$858,459

Previous $850,000 0.82%

% of portfolio

0.05%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$76.93 - $105.25 $127,549 - $174,504	-1,658 Reduced 16.78%	8,222 $843,000
Q1 2025 May 14, 2025	SELL	$82.79 - $111.31 $82,624 - $111,087	-998 Reduced 9.17%	9,880 $850,000
Q4 2024 Feb 05, 2025	BUY	$101.62 - $128.14 $1.11 Million - $1.39 Million	10,878 New	10,878 $1.14 Million
Q2 2024 Aug 06, 2024	BUY	$74.42 - $89.62 $15,777 - $18,999	212 Added 1.42%	15,139 $1.36 Million
Q1 2024 May 15, 2024	SELL	$65.34 - $81.37 $519,191 - $646,566	-7,946 Reduced 34.74%	14,927 $1.2 Million
Q4 2023 Jan 30, 2024	SELL	$57.23 - $70.6 $23,292 - $28,734	-407 Reduced 1.75%	22,873 $1.6 Million
Q3 2023 Oct 23, 2023	SELL	$57.27 - $64.02 $293,222 - $327,782	-5,120 Reduced 18.03%	23,280 $1.38 Million
Q2 2023 Jul 24, 2023	SELL	$51.58 - $57.16 $168,460 - $186,684	-3,266 Reduced 10.31%	28,400 $1.61 Million
Q1 2023 May 12, 2023	SELL	$48.96 - $56.63 $229,965 - $265,991	-4,697 Reduced 12.92%	31,666 $1.68 Million
Q4 2022 Feb 10, 2023	BUY	$44.14 - $55.56 $188,124 - $236,796	4,262 Added 13.28%	36,363 $1.81 Million
Q3 2022 Nov 09, 2022	BUY	$43.59 - $56.54 $172,180 - $223,333	3,950 Added 14.03%	32,101 $1.41 Million
Q2 2022 Aug 16, 2022	BUY	$46.11 - $57.72 $12,403 - $15,526	269 Added 0.96%	28,151 $1.37 Million
Q1 2022 May 13, 2022	BUY	$42.24 - $55.46 $471,187 - $618,656	11,155 Added 66.69%	27,882 $1.55 Million
Q4 2021 Feb 15, 2022	SELL	$42.63 - $52.77 $54,054 - $66,912	-1,268 Reduced 7.05%	16,727 $875,000
Q3 2021 Nov 09, 2021	BUY	$42.42 - $49.45 $532,074 - $620,251	12,543 Added 230.06%	17,995 $782,000
Q2 2021 Aug 13, 2021	SELL	$37.3 - $47.02 $423,765 - $534,194	-11,361 Reduced 67.57%	5,452 $230,000
Q1 2021 May 11, 2021	SELL	$28.0 - $37.28 $305,732 - $407,060	-10,919 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$25.49 - $30.38 $278,325 - $331,719	10,919 New	10,919 $322,000

Others Institutions Holding IRM

# of Institutions

1,181

Shares Held

246M

Call Options Held

1.41M

Put Options Held

1.5M

View Full List

About IRON MOUNTAIN INC

Ticker IRM
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 290,684,992
Market Cap $30.4B
Description
Iron Mountain Incorporated (NYSE: IRM), founded in 1951, is the global leader for storage and information management services. Trusted by more than 225,000 organizations around the world, and with a real estate network of more than 90 million square feet across approximately 1,450 facilities in approximately 50 countries, Iron Mountain stores an...

More about IRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Account