Svb Wealth LLC Ishares Tr Russell 200 Value E Transaction History

Svb Wealth LLC

  • $117 Million
  • Q3 2024

A detailed history of Svb Wealth LLC transactions in Ishares Tr Russell 200 Value E stock. As of the latest transaction made, Svb Wealth LLC holds 237,753 shares of IWX stock, worth $20.2 Million. This represents 16.49% of its overall portfolio holdings.

Number of Shares
237,753
Previous 579,194 58.95%
Holding current value
$20.2 Million
Previous $43.3 Million 55.41%
% of portfolio
16.49%
Previous 1.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$74.49 - $81.27 $25.4 Million - $27.7 Million
-341,441 Reduced 58.95%
237,753 $19.3 Million
Q2 2024

Aug 06, 2024
BUY
$72.57 - $76.65 $7.07 Million - $7.47 Million
97,403 Added 20.22%
579,194 $43.3 Million
Q1 2024

May 15, 2024
BUY
$69.24 - $76.32 $16.4 Million - $18 Million
236,257 Added 96.22%
481,791 $36.8 Million
Q4 2023

Jan 30, 2024
BUY
$62.27 - $70.35 $14.6 Million - $16.5 Million
233,898 Added 2010.12%
245,534 $17.2 Million
Q3 2023

Oct 23, 2023
BUY
$65.37 - $69.65 $760,645 - $810,447
11,636 New
11,636 $760,000

Others Institutions Holding IWX

# of Institutions
196
Shares Held
51.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR RUSSELL 200 VALUE E

IWX Quotes by TradingView
  • Ticker IWX
  • Sector ETFs
  • Industry ETFs
More about IWX
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