Svb Wealth LLC Ishares Tr Broad Usd High Yiel Transaction History

Svb Wealth LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$36.0 - $36.66 $51,084 - $52,020	-1,419 Reduced 19.57%	5,833 $213,000
Q4 2023 Jan 30, 2024	BUY	$33.79 - $36.59 $47,948 - $51,921	1,419 Added 24.33%	7,252 $263,000
Q3 2023 Oct 23, 2023	BUY	$34.58 - $35.56 $201,705 - $207,421	5,833 New	5,833 $202,000
Q2 2022 Aug 16, 2022	SELL	$34.25 - $38.92 $5,514 - $6,266	-161 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$37.82 - $41.16 $6,089 - $6,626	161 New	161 $6,000

528

427M

200

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