Pacific Capital Wealth Advisors, Inc Ishares Tr Russell 1000 ETF Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 19,234 shares of IWB stock, worth $6.14 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
19,234
Previous 19,234
-0.0%
Holding current value
$6.14 Million
Previous $5.72 Million
5.66%
% of portfolio
1.02%
Previous 1.05%
Shares
2 transactions
Others Institutions Holding IWB
# of Institutions
1,355Shares Held
93MCall Options Held
56.9KPut Options Held
46.1K-
Jones Financial Companies Lllp8.87MShares$2.83 Billion3.05% of portfolio
-
Envestnet Asset Management Inc4.51MShares$1.44 Billion0.48% of portfolio
-
Bank Of America Corp Charlotte, NC3.65MShares$1.16 Billion0.1% of portfolio
-
M&T Bank Corp3.16MShares$1.01 Billion3.23% of portfolio
-
Morgan Stanley New York, NY2.8MShares$892 Million0.07% of portfolio