Pacific Capital Wealth Advisors, Inc Ishares Core S&P Sm Cap ETF Transaction History

Pacific Capital Wealth Advisors, Inc

  • $592 Million
  • Q3 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,135 shares of IJR stock, worth $141,750. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,135
Previous 1,171 3.07%
Holding current value
$141,750
Previous $124,000 6.45%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$105.53 - $118.34 $3,799 - $4,260
-36 Reduced 3.07%
1,135 $132,000
Q2 2024

Aug 06, 2024
BUY
$102.13 - $110.88 $85,687 - $93,028
839 Added 252.71%
1,171 $124,000
Q1 2024

May 15, 2024
BUY
$102.35 - $110.52 $25,178 - $27,187
246 Added 286.05%
332 $36,000
Q4 2023

Feb 06, 2024
BUY
$87.61 - $110.11 $7,534 - $9,469
86 New
86 $9,000
Q4 2020

Feb 16, 2021
SELL
$71.23 - $92.42 $13,320 - $17,282
-187 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$65.69 - $75.96 $12,284 - $14,204
187 New
187 $13,000

Others Institutions Holding IJR

# of Institutions
2,566
Shares Held
500M
Call Options Held
1.04M
Put Options Held
671K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email