Svb Wealth LLC Ishares Tr Transaction History

Svb Wealth LLC

$4.45 Billion
Q1 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$82.26 - $89.17 $230,328 - $249,676	2,800 New	2,800 $235,000
Q2 2022 Aug 16, 2022	SELL	N/A	-39 Closed	0 $0
Q1 2022 May 13, 2022	SELL	N/A	-1,861 Reduced 97.95%	39 $4,000
Q4 2021 Feb 15, 2022	BUY	N/A	1,861 Added 4771.79%	1,900 $220,000
Q2 2021 Aug 13, 2021	SELL	N/A	-234 Reduced 85.71%	39 $3,000

Q1 2021 May 11, 2021	SELL	N/A	-315 Reduced 53.57%	273 $25,000
Q4 2020 Feb 10, 2021	BUY	N/A	234 Added 66.1%	588 $50,000
Q2 2020 Aug 05, 2020	BUY	N/A	315 Added 807.69%	354 $27,000
Q1 2020 May 11, 2020	SELL	N/A	-2,633 Reduced 98.54%	39 $2,000
Q4 2019 Feb 13, 2020	BUY	N/A	220 Added 8.97%	2,672 $249,000
Q3 2019 Nov 01, 2019	SELL	N/A	-83 Reduced 3.27%	2,452 $229,000
Q2 2019 Jul 10, 2019	BUY	N/A	2,535 New	2,535 $221,000

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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