Svb Wealth LLC Ishares Tr Russell 200 Value E Transaction History

Svb Wealth LLC

$5.3 Billion
Q4 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 717,934 shares of IWX stock, worth $60.4 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares

717,934

Previous 237,753 201.97%

Holding current value

$60.4 Million

Previous $19.3 Million 193.64%

% of portfolio

1.07%

Previous 16.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$78.25 - $85.17 $37.6 Million - $40.9 Million	480,181 Added 201.97%	717,934 $56.7 Million
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

193

Shares Held

42.6M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 200 VALUE E

Ticker IWX
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