Svb Wealth LLC Ishares Tr Transaction History

Svb Wealth LLC

$117 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$40.63 - $49.07 $8,288 - $10,010	204 Added 0.57%	35,926 $1.57 Million
Q3 2022 Nov 09, 2022	BUY	$36.07 - $45.64 $1.29 Million - $1.63 Million	35,722 New	35,722 $1.4 Million

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$87.6 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$63.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$61.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.2 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$27.8 Million
0.0% of portfolio

About ISHARES TR

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