ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

SVB WEALTH LLC's Holding History (CIK: 0001626116)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 31,762 Value ($000) $4,723 Avg Close — Range —
Q3 2025
Shares 51,849 Value ($000) $7,552 Avg Close — Range —
Q2 2025
Shares 57,051 Value ($000) $7,704 Avg Close — Range —
Q4 2024
Shares 78,372 Value ($000) $10,080 Avg Close — Range —
Q2 2024
Shares 222,967 Value ($000) $26,484 Avg Close — Range —
Q1 2024
Shares 463,463 Value ($000) $53,437 Avg Close — Range —
Q4 2023
Shares 384,526 Value ($000) $40,464 Avg Close — Range —
Q3 2023
Shares 857,018 Value ($000) $80,723 Avg Close — Range —
Q2 2023
Shares 1,422,511 Value ($000) $139,178 Avg Close — Range —
Q1 2023
Shares 3,154,809 Value ($000) $285,668 Avg Close — Range —
Q4 2022
Shares 3,855,123 Value ($000) $326,914 Avg Close — Range —
Q3 2022
Shares 3,880,427 Value ($000) $308,649 Avg Close — Range —
Q2 2022
Shares 3,861,941 Value ($000) $323,553 Avg Close — Range —
Q1 2022
Shares 4,235,401 Value ($000) $427,521 Avg Close — Range —
Q4 2021
Shares 4,420,565 Value ($000) $472,912 Avg Close — Range —
Q3 2021
Shares 4,599,344 Value ($000) $452,483 Avg Close — Range —
Q2 2021
Shares 4,821,927 Value ($000) $476,213 Avg Close — Range —
Q1 2021
Shares 4,654,384 Value ($000) $426,341 Avg Close — Range —
Q4 2020
Shares 4,617,210 Value ($000) $398,096 Avg Close — Range —
Q3 2020
Shares 4,557,739 Value ($000) $344,064 Avg Close — Range —
Q2 2020
Shares 4,865,932 Value ($000) $337,890 Avg Close — Range —
Q1 2020
Shares 6,167,079 Value ($000) $352,818 Avg Close — Range —
Q4 2019
Shares 6,630,735 Value ($000) $481,988 Avg Close — Range —
Q3 2019
Shares 6,671,425 Value ($000) $447,453 Avg Close — Range —