Svb Wealth LLC Ishares Tr Transaction History

Svb Wealth LLC

$4.45 Billion
Q1 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

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

Morgan Stanley New York, NY

2.05M
Shares

$98.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$70.4 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$69.7 Million
1.79% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$47.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

614K
Shares

$29.6 Million
0.01% of portfolio

About ISHARES TR

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