Svb Wealth LLC Ishares Russell Mid Cap Growth Transaction History

Svb Wealth LLC

$1.82 Billion
Q3 2025

A detailed history of Svb Wealth LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Svb Wealth LLC holds 190,430 shares of IWP stock, worth $26.1 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

190,430

Previous 179,397 6.15%

Holding current value

$26.1 Million

Previous $24.9 Million 9.01%

% of portfolio

1.49%

Previous 1.35%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$137.51 - $145.26 $1.52 Million - $1.6 Million	11,033 Added 6.15%	190,430 $27.1 Million
Q2 2025 Aug 13, 2025	BUY	$104.34 - $138.68 $18.7 Million - $24.9 Million	179,397 New	179,397 $24.9 Million
Q4 2024 Feb 05, 2025	BUY	$116.4 - $138.52 $19.3 Million - $23 Million	165,730 Added 514.79%	197,924 $25.1 Million
Q3 2024 Oct 18, 2024	SELL	$103.87 - $117.59 $10.7 Million - $12.1 Million	-102,826 Reduced 76.16%	32,194 $3.78 Million
Q2 2024 Aug 06, 2024	BUY	$105.7 - $113.43 $1.77 Million - $1.9 Million	16,776 Added 14.19%	135,020 $14.9 Million

Q1 2024 May 15, 2024	BUY	$100.66 - $114.14 $4.82 Million - $5.46 Million	47,879 Added 68.04%	118,244 $13.5 Million
Q4 2023 Jan 30, 2024	BUY	$85.66 - $105.12 $4.96 Million - $6.09 Million	57,939 Added 466.27%	70,365 $7.35 Million
Q3 2023 Oct 23, 2023	BUY	$89.97 - $100.32 $849,946 - $947,723	9,447 Added 317.12%	12,426 $1.14 Million
Q2 2023 Jul 24, 2023	SELL	$87.72 - $96.63 $483,337 - $532,431	-5,510 Reduced 64.91%	2,979 $287,000
Q1 2023 May 12, 2023	SELL	$82.89 - $94.68 $72,943 - $83,318	-880 Reduced 9.39%	8,489 $772,000
Q4 2022 Feb 10, 2023	SELL	$77.4 - $89.88 $8,978 - $10,426	-116 Reduced 1.22%	9,369 $783,000
Q3 2022 Nov 09, 2022	BUY	$78.02 - $94.38 $3,354 - $4,058	43 Added 0.46%	9,485 $744,000
Q2 2022 Aug 16, 2022	SELL	$75.41 - $102.47 $40,721 - $55,333	-540 Reduced 5.41%	9,442 $748,000
Q1 2022 May 13, 2022	BUY	$89.52 - $114.03 $2,954 - $3,762	33 Added 0.33%	9,982 $1 Million
Q4 2021 Feb 15, 2022	BUY	$109.8 - $123.28 $30,195 - $33,902	275 Added 2.84%	9,949 $1.15 Million
Q3 2021 Nov 09, 2021	SELL	$109.39 - $119.47 $6,563 - $7,168	-60 Reduced 0.62%	9,674 $1.08 Million
Q2 2021 Aug 13, 2021	SELL	$99.98 - $113.73 $108,678 - $123,624	-1,087 Reduced 10.05%	9,734 $1.1 Million
Q1 2021 May 11, 2021	BUY	$96.94 - $112.05 $109,833 - $126,952	1,133 Added 11.69%	10,821 $1.1 Million
Q4 2020 Feb 10, 2021	BUY	$86.54 - $104.78 $404,920 - $490,265	4,679 Added 93.41%	9,688 $994,000
Q3 2020 Nov 10, 2020	SELL	$79.56 - $90.13 $44,871 - $50,833	-564 Reduced 10.12%	5,009 $866,000
Q2 2020 Aug 05, 2020	BUY	$57.59 - $81.27 $309,488 - $436,744	5,374 Added 2700.5%	5,573 $881,000
Q1 2020 May 11, 2020	SELL	$52.32 - $81.58 $279,650 - $436,045	-5,345 Reduced 96.41%	199 $24,000
Q4 2019 Feb 13, 2020	BUY	$68.8 - $76.63 $21,878 - $24,368	318 Added 6.08%	5,544 $846,000
Q3 2019 Nov 01, 2019	BUY	$70.16 - $72.24 $38,658 - $39,804	551 Added 11.79%	5,226 $739,000
Q2 2019 Jul 10, 2019	BUY	N/A	4,675 New	4,675 $667,000

Others Institutions Holding IWP

# of Institutions

1,319

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
Industry ETFs

More about IWP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Svb Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Svb Wealth LLC with notifications on news.

Account