Svb Wealth LLC Ishares Tr Russell 1000 ETF Transaction History

Svb Wealth LLC

$5.3 Billion
Q4 2024

A detailed history of Svb Wealth LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Svb Wealth LLC holds 17,321 shares of IWB stock, worth $5.78 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

17,321

Holding current value

$5.78 Million

% of portfolio

0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$311.11 - $335.64 $5.39 Million - $5.81 Million	17,321 New	17,321 $5.58 Million
Q2 2024 Aug 06, 2024	SELL	$272.21 - $298.72 $1.96 Million - $2.15 Million	-7,194 Reduced 29.24%	17,409 $5.18 Million
Q1 2024 May 15, 2024	BUY	$257.46 - $288.1 $282,433 - $316,045	1,097 Added 4.67%	24,603 $7.09 Million
Q4 2023 Jan 30, 2024	BUY	$225.16 - $263.17 $1.24 Million - $1.45 Million	5,499 Added 30.54%	23,506 $6.16 Million
Q3 2023 Oct 23, 2023	BUY	$234.05 - $252.17 $3,276 - $3,530	14 Added 0.08%	18,007 $4.23 Million
Q2 2023 Jul 24, 2023	SELL	$221.85 - $243.74 $1.19 Million - $1.31 Million	-5,363 Reduced 22.96%	17,993 $4.39 Million
Q1 2023 May 12, 2023	SELL	$208.78 - $230.55 $308,159 - $340,291	-1,476 Reduced 5.94%	23,356 $5.26 Million
Q4 2022 Feb 10, 2023	BUY	$196.94 - $224.49 $136,873 - $156,020	695 Added 2.88%	24,832 $5.23 Million
Q3 2022 Nov 09, 2022	BUY	$197.33 - $237.63 $2.62 Million - $3.15 Million	13,269 Added 122.09%	24,137 $4.76 Million
Q2 2022 Aug 16, 2022	SELL	$201.03 - $253.2 $4,623 - $5,823	-23 Reduced 0.21%	10,868 $2.26 Million
Q1 2022 May 13, 2022	BUY	$230.48 - $266.11 $1.94 Million - $2.24 Million	8,415 Added 339.86%	10,891 $2.72 Million
Q4 2021 Feb 15, 2022	SELL	$241.33 - $266.02 $1.94 Million - $2.14 Million	-8,055 Reduced 76.49%	2,476 $655,000
Q3 2021 Nov 09, 2021	SELL	$239.32 - $255.42 $80,411 - $85,821	-336 Reduced 3.09%	10,531 $2.55 Million
Q2 2021 Aug 13, 2021	SELL	$226.48 - $242.11 $98,745 - $105,559	-436 Reduced 3.86%	10,867 $2.63 Million
Q1 2021 May 11, 2021	BUY	$208.89 - $225.24 $105,907 - $114,196	507 Added 4.7%	11,303 $2.53 Million
Q4 2020 Feb 10, 2021	BUY	$182.85 - $211.84 $45,895 - $53,171	251 Added 2.38%	10,796 $2.29 Million
Q3 2020 Nov 10, 2020	SELL	$172.79 - $199.44 $5,529 - $6,382	-32 Reduced 0.3%	10,545 $1.97 Million
Q2 2020 Aug 05, 2020	BUY	$135.3 - $179.75 $1.39 Million - $1.85 Million	10,309 Added 3846.64%	10,577 $1.82 Million
Q1 2020 May 11, 2020	SELL	$122.99 - $188.06 $332,318 - $508,138	-2,702 Reduced 90.98%	268 $37,000
Q4 2019 Feb 13, 2020	BUY	$159.7 - $178.97 $80,488 - $90,200	504 Added 20.44%	2,970 $530,000
Q3 2019 Nov 01, 2019	BUY	$163.68 - $167.08 $403,634 - $412,019	2,466 New	2,466 $406,000

Others Institutions Holding IWB

# of Institutions

1,416

Shares Held

94M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

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