Pacific Capital Wealth Advisors, Inc Ishares Russell 2000 ETF Transaction History

Pacific Capital Wealth Advisors, Inc

  • $547 Million
  • Q2 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 37,417 shares of IWM stock, worth $8.15 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
37,417
Previous 37,849 1.14%
Holding current value
$8.15 Million
Previous $7.96 Million 4.62%
% of portfolio
1.39%
Previous 1.88%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$192.84 - $209.44 $83,306 - $90,478
-432 Reduced 1.14%
37,417 $7.59 Million
Q1 2024

May 15, 2024
BUY
$189.48 - $210.3 $110,845 - $123,025
585 Added 1.57%
37,849 $7.96 Million
Q4 2023

Feb 06, 2024
SELL
$162.21 - $204.82 $39,579 - $49,976
-244 Reduced 0.65%
37,264 $7.48 Million
Q3 2023

Nov 03, 2023
SELL
$174.36 - $198.71 $130,595 - $148,833
-749 Reduced 1.96%
37,508 $6.63 Million
Q2 2023

Aug 01, 2023
SELL
$170.4 - $187.93 $662,515 - $730,671
-3,888 Reduced 9.23%
38,257 $7.16 Million
Q1 2023

May 05, 2023
SELL
$170.25 - $198.32 $1.08 Million - $1.25 Million
-6,318 Reduced 13.04%
42,145 $7.52 Million
Q4 2022

Feb 14, 2023
SELL
$166.81 - $188.05 $411,186 - $463,543
-2,465 Reduced 4.84%
48,463 $8.45 Million
Q3 2022

Nov 14, 2022
SELL
$164.17 - $201.07 $1.02 Million - $1.25 Million
-6,216 Reduced 10.88%
50,928 $8.4 Million
Q2 2022

Aug 05, 2022
SELL
$163.9 - $207.91 $119,647 - $151,774
-730 Reduced 1.26%
57,144 $9.68 Million
Q1 2022

May 16, 2022
BUY
$191.52 - $225.32 $9,767 - $11,491
51 Added 0.09%
57,874 $11.9 Million
Q4 2021

Mar 08, 2022
BUY
$212.12 - $242.56 $950,933 - $1.09 Million
4,483 Added 8.4%
57,823 $12.9 Million
Q3 2021

Nov 30, 2021
BUY
$211.73 - $231.39 $2.8 Million - $3.06 Million
13,203 Added 32.89%
53,340 $11.7 Million
Q2 2021

Aug 13, 2021
SELL
$211.85 - $232.89 $59,106 - $64,976
-279 Reduced 0.69%
40,137 $9.21 Million
Q1 2021

May 17, 2021
BUY
$193.5 - $234.42 $1.53 Million - $1.86 Million
7,914 Added 24.35%
40,416 $8.93 Million
Q4 2020

Feb 16, 2021
SELL
$152.18 - $199.14 $1,065 - $1,393
-7 Reduced 0.02%
32,502 $6.37 Million
Q3 2020

Nov 16, 2020
SELL
$139.07 - $158.46 $26,284 - $29,948
-189 Reduced 0.58%
32,509 $4.87 Million
Q2 2020

Aug 11, 2020
BUY
$104.62 - $153.09 $228,594 - $334,501
2,185 Added 7.16%
32,698 $4.68 Million
Q1 2020

May 19, 2020
BUY
$99.9 - $169.53 $996,602 - $1.69 Million
9,976 Added 48.58%
30,513 $3.49 Million
Q4 2019

Feb 14, 2020
BUY
$146.46 - $166.68 $3.01 Million - $3.42 Million
20,537 New
20,537 $3.4 Million

Others Institutions Holding IWM

# of Institutions
2,545
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

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