Pacific Capital Wealth Advisors, Inc Ishares Russell 1000 Gr ETF Transaction History

Pacific Capital Wealth Advisors, Inc

$424 Million
Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 7,907 shares of IWF stock, worth $2.99 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares

7,907

Previous 8,044 1.7%

Holding current value

$2.99 Million

Previous $2.44 Million 9.31%

% of portfolio

0.63%

Previous 0.62%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$294.43 - $339.01 $40,336 - $46,444	-137 Reduced 1.7%	7,907 $2.67 Million
Q4 2023 Feb 06, 2024	BUY	$256.94 - $304.21 $92,498 - $109,515	360 Added 4.69%	8,044 $2.44 Million
Q3 2023 Nov 03, 2023	SELL	$263.8 - $285.38 $3,957 - $4,280	-15 Reduced 0.19%	7,684 $2.04 Million
Q2 2023 Aug 01, 2023	SELL	$239.31 - $275.18 $466,654 - $536,601	-1,950 Reduced 20.21%	7,699 $2.12 Million
Q1 2023 May 05, 2023	BUY	$209.92 - $244.33 $21,411 - $24,921	102 Added 1.07%	9,649 $2.36 Million

Q4 2022 Feb 14, 2023	SELL	$210.27 - $232.89 $125,741 - $139,268	-598 Reduced 5.89%	9,547 $2.05 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-57 Reduced 0.56%	10,145 $2.14 Million
Q2 2022 Aug 05, 2022	SELL	N/A	-98 Reduced 0.95%	10,202 $2.23 Million
Q1 2022 May 16, 2022	SELL	N/A	-43 Reduced 0.42%	10,300 $2.86 Million
Q4 2021 Mar 08, 2022	SELL	N/A	-111 Reduced 1.06%	10,343 $3.16 Million
Q3 2021 Nov 30, 2021	SELL	N/A	-175 Reduced 1.65%	10,454 $2.87 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-147 Reduced 1.36%	10,629 $2.89 Million
Q3 2020 Nov 16, 2020	SELL	N/A	-184 Reduced 1.68%	10,776 $2.34 Million
Q2 2020 Aug 11, 2020	SELL	N/A	-552 Reduced 4.79%	10,960 $2.1 Million
Q1 2020 May 19, 2020	SELL	N/A	-832 Reduced 6.74%	11,512 $1.73 Million
Q4 2019 Feb 14, 2020	BUY	N/A	12,344 New	12,344 $2.17 Million

Others Institutions Holding IWF

# of Institutions

2,064

Shares Held

201M

Call Options Held

346K

Put Options Held

74K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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Pacific Capital Wealth Advisors, Inc Ishares Russell 1000 Gr ETF Transaction History