A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 7,354 shares of ITOT stock, worth $954,475. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,354
Previous 7,354 -0.0%
Holding current value
$954,475
Previous $873,000 5.73%
% of portfolio
0.16%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$103.16 - $115.3 $112,341 - $125,561
-1,089 Reduced 12.9%
7,354 $847,000
Q4 2023

Feb 06, 2024

BUY
$90.04 - $105.69 $96,973 - $113,828
1,077 Added 14.62%
8,443 $888,000
Q1 2023

May 05, 2023

SELL
$84.12 - $93.15 $11,945 - $13,227
-142 Reduced 1.89%
7,366 $666,000
Q4 2022

Feb 14, 2023

SELL
$79.44 - $90.48 $12,551 - $14,295
-158 Reduced 2.06%
7,508 $636,000
Q3 2022

Nov 14, 2022

BUY
$79.54 - $95.9 $123,287 - $148,645
1,550 Added 25.34%
7,666 $610,000
Q1 2021

May 17, 2021

SELL
$85.12 - $92.58 $247,528 - $269,222
-2,908 Reduced 32.23%
6,116 $560,000
Q4 2020

Feb 16, 2021

SELL
$74.05 - $86.22 $9,108 - $10,605
-123 Reduced 1.34%
9,024 $778,000
Q3 2020

Nov 16, 2020

BUY
$69.81 - $80.47 $6,282 - $7,242
90 Added 0.99%
9,147 $691,000
Q2 2020

Aug 11, 2020

SELL
$54.49 - $72.8 $19,398 - $25,916
-356 Reduced 3.78%
9,057 $629,000
Q1 2020

May 19, 2020

BUY
$49.67 - $76.42 $2,036 - $3,133
41 Added 0.44%
9,413 $539,000
Q4 2019

Feb 14, 2020

BUY
$65.12 - $72.96 $610,304 - $683,781
9,372 New
9,372 $681,000

Others Institutions Holding ITOT

About ISHARES CORE S&P TOTAL U.S. ST


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
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