Pacific Capital Wealth Advisors, Inc Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 311 shares of IVV stock, worth $176,651. This represents 0.03% of its overall portfolio holdings.

Number of Shares
311
Previous 311 -0.0%
Holding current value
$176,651
Previous $179,000 2.23%
% 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
3,868
Shares Held
762M
Call Options Held
1.94M
Put Options Held
2.31M
View Full List

About ISHARES CORE S&P 500 ETF

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