Svb Wealth LLC Svb Financial Group Transaction History

Svb Wealth LLC

$4.45 Billion
Q1 2024

A detailed history of Svb Wealth LLC transactions in Svb Financial Group stock. As of the latest transaction made, Svb Wealth LLC holds 20,003 shares of SIVB stock, worth $9,601. This represents 0.0% of its overall portfolio holdings.

Number of Shares

20,003

Previous 24,033 16.77%

Holding current value

$9,601

Previous $11,000 18.18%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	N/A	-4,030 Reduced 16.77%	20,003 $9,000
Q4 2023 Jan 30, 2024	SELL	N/A	-79,142 Reduced 76.71%	24,033 $11,000
Q3 2023 Oct 23, 2023	SELL	N/A	-93 Reduced 0.09%	103,175 $49,000
Q2 2023 Jul 24, 2023	SELL	$0.0 - $0.99 $0 - $2,172	-2,194 Reduced 2.08%	103,268 $49,000
Q1 2023 May 12, 2023	BUY	$0.0 - $333.5 $0 - $4.49 Million	13,452 Added 14.62%	105,462 $94,000

Q4 2022 Feb 10, 2023	BUY	$200.26 - $376.49 $286,371 - $538,380	1,430 Added 1.58%	92,010 $21.2 Million
Q3 2022 Nov 09, 2022	BUY	$21.04 - $436.17 $1.89 Million - $39.2 Million	89,858 Added 12445.71%	90,580 $30.4 Million
Q2 2022 Aug 16, 2022	BUY	$389.13 - $547.75 $80,549 - $113,384	207 Added 40.19%	722 $285,000
Q1 2022 May 13, 2022	BUY	$494.35 - $737.77 $1,977 - $2,951	4 Added 0.78%	515 $289,000
Q4 2021 Feb 15, 2022	SELL	$637.64 - $755.03 $2.34 Million - $2.77 Million	-3,669 Reduced 87.78%	511 $346,000
Q3 2021 Nov 09, 2021	BUY	$534.95 - $674.41 $2.24 Million - $2.82 Million	4,180 New	4,180 $2.7 Million

Others Institutions Holding SIVB

# of Institutions

Shares Held

157K

Call Options Held

Put Options Held

View Full List

About SVB FINANCIAL GROUP

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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