Svb Wealth LLC Ishares Tr Russell 200 Growth Transaction History

Svb Wealth LLC

$1.85 Billion
Q2 2025

A detailed history of Svb Wealth LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Svb Wealth LLC holds 322,606 shares of IWY stock, worth $88 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares

322,606

Holding current value

$88 Million

% of portfolio

4.31%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$187.5 - $246.51 $60.5 Million - $79.5 Million	322,606 New	322,606 $79.5 Million
Q4 2024 Feb 05, 2025	BUY	$216.72 - $244.71 $70.6 Million - $79.7 Million	325,623 Added 243.07%	459,585 $108 Million
Q3 2024 Oct 18, 2024	SELL	$194.66 - $225.97 $39.1 Million - $45.4 Million	-200,810 Reduced 59.98%	133,962 $29.5 Million
Q2 2024 Aug 06, 2024	BUY	$183.56 - $216.15 $10.8 Million - $12.8 Million	59,054 Added 21.42%	334,772 $71.8 Million
Q1 2024 May 15, 2024	BUY	$170.38 - $196.82 $22.7 Million - $26.3 Million	133,398 Added 93.73%	275,718 $53.8 Million
Q4 2023 Jan 30, 2024	BUY	$149.01 - $175.92 $20.4 Million - $24 Million	136,652 Added 2410.94%	142,320 $24.9 Million
Q3 2023 Oct 23, 2023	BUY	$152.69 - $164.44 $865,446 - $932,045	5,668 New	5,668 $871,000
Q1 2022 May 13, 2022	SELL	$141.01 - $175.1 $28,202 - $35,020	-200 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$150.99 - $175.61 $30,198 - $35,122	200 New	200 $34,000

Others Institutions Holding IWY

# of Institutions

625

Shares Held

52.7M

Call Options Held

6.8K

Put Options Held

4.8K

Tiaa Trust, National Association Charlotte, NC

6.1M
Shares

$1.66 Billion
3.95% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.62 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.03M
Shares

$1.37 Billion
5.08% of portfolio
First Citizens Bank & Trust CO

4.82M
Shares

$1.31 Billion
18.31% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.41M
Shares

$657 Million
0.15% of portfolio

View Full List

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
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