Pacific Capital Wealth Advisors, Inc Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 311 shares of IVV stock, worth $181,795. This represents 0.03% of its overall portfolio holdings.

Number of Shares
311
Previous 311 -0.0%
Holding current value
$181,795
Previous $170,000 5.29%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024
BUY
$412.55 - $479.0 $128,303 - $148,969
311 New
311 $148,000
Q4 2020

Feb 16, 2021
SELL
$327.62 - $375.39 $106,476 - $122,001
-325 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$311.81 - $359.24 $101,338 - $116,753
325 New
325 $109,000

Others Institutions Holding IVV

# of Institutions
3,373
Shares Held
671M
Call Options Held
715K
Put Options Held
951K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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