Svb Wealth LLC Ishares Russell Mid Cap ETF Transaction History

Svb Wealth LLC

$1.82 Billion
Q3 2025

A detailed history of Svb Wealth LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Svb Wealth LLC holds 22,377 shares of IWR stock, worth $2.12 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

22,377

Holding current value

$2.12 Million

% of portfolio

0.12%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$92.26 - $97.51 $2.06 Million - $2.18 Million	22,377 New	22,377 $2.16 Million
Q4 2024 Feb 05, 2025	BUY	$87.25 - $95.52 $1.15 Million - $1.26 Million	13,220 New	13,220 $1.17 Million
Q1 2024 May 15, 2024	BUY	$75.37 - $84.09 $122,024 - $136,141	1,619 Added 14.83%	12,539 $1.05 Million
Q4 2023 Jan 30, 2024	SELL	$64.84 - $78.27 $13,227 - $15,967	-204 Reduced 1.83%	10,920 $848,000
Q3 2023 Oct 23, 2023	SELL	$68.54 - $75.91 $18,368 - $20,343	-268 Reduced 2.35%	11,124 $770,000

Q2 2023 Jul 24, 2023	SELL	$67.49 - $73.03 $1.17 Million - $1.27 Million	-17,359 Reduced 60.38%	11,392 $831,000
Q1 2023 May 12, 2023	SELL	$66.27 - $75.04 $192,381 - $217,841	-2,903 Reduced 9.17%	28,751 $2.01 Million
Q4 2022 Feb 10, 2023	BUY	$62.09 - $71.89 $788,418 - $912,859	12,698 Added 66.99%	31,654 $2.14 Million
Q3 2022 Nov 09, 2022	BUY	$62.15 - $74.82 $150,465 - $181,139	2,421 Added 14.64%	18,956 $1.18 Million
Q2 2022 Aug 16, 2022	BUY	$62.75 - $78.76 $304,023 - $381,592	4,845 Added 41.45%	16,535 $1.07 Million
Q1 2022 May 13, 2022	BUY	$72.29 - $82.89 $145,158 - $166,443	2,008 Added 20.74%	11,690 $912,000
Q4 2021 Feb 15, 2022	SELL	$78.41 - $85.28 $190,614 - $207,315	-2,431 Reduced 20.07%	9,682 $803,000
Q1 2021 May 11, 2021	SELL	$67.45 - $75.68 $40,470 - $45,408	-600 Reduced 4.72%	12,113 $895,000
Q3 2020 Nov 10, 2020	BUY	$53.47 - $60.19 $160,463 - $180,630	3,001 Added 30.9%	12,713 $730,000
Q2 2020 Aug 05, 2020	BUY	$40.64 - $57.63 $361,939 - $513,252	8,906 Added 1104.96%	9,712 $520,000
Q1 2020 May 11, 2020	SELL	$36.81 - $61.96 $425,008 - $715,390	-11,546 Reduced 93.47%	806 $34,000
Q4 2019 Feb 13, 2020	BUY	$54.12 - $59.69 $24,841 - $27,397	459 Added 3.86%	12,352 $736,000
Q3 2019 Nov 01, 2019	SELL	$53.6 - $57.42 $14,686 - $15,733	-274 Reduced 2.25%	11,893 $665,000
Q2 2019 Jul 10, 2019	BUY	$52.53 - $56.11 $639,132 - $682,690	12,167 New	12,167 $680,000

Others Institutions Holding IWR

# of Institutions

1,634

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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