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

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 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 $134,429. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,135
Previous 1,135 -0.0%
Holding current value
$134,429
Previous $132,000 1.52%
% 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
2,644
Shares Held
505M
Call Options Held
1.03M
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
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