Pacific Capital Wealth Advisors, Inc Ishares Core S&P Total U.S. St Transaction History
Pacific Capital Wealth Advisors, Inc
- $544 Million
- Q2 2025
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 5,962 shares of ITOT stock, worth $878,023. This represents 0.15% of its overall portfolio holdings.
Number of Shares
5,962
Previous 7,354
18.93%
Holding current value
$878,023
Previous $897,000
10.26%
% of portfolio
0.15%
Previous 0.16%
Shares
12 transactions
Others Institutions Holding ITOT
# of Institutions
1,638Shares Held
325MCall Options Held
69.1KPut Options Held
33.4K-
Wells Fargo & Company San Francisco, CA59.3MShares$8.73 Billion1.71% of portfolio
-
Black Rock Inc. New York, NY48.8MShares$7.18 Billion0.13% of portfolio
-
Betterment LLC New York, NY11.3MShares$1.66 Billion3.24% of portfolio
-
Wealthfront Advisers LLC10.6MShares$1.56 Billion3.74% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.54 Billion0.09% of portfolio