Pacific Capital Wealth Advisors, Inc Ishares Russell2000 Val ETF Transaction History

Pacific Capital Wealth Advisors, Inc

  • $424 Million
  • Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 49 shares of IWN stock, worth $7,352. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49
Previous 153 67.97%
Holding current value
$7,352
Previous $23,000 69.57%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$145.61 - $158.81 $15,143 - $16,516
-104 Reduced 67.97%
49 $7,000
Q4 2023

Feb 06, 2024
BUY
$125.51 - $158.2 $19,203 - $24,204
153 New
153 $23,000
Q4 2020

Feb 16, 2021
SELL
$100.9 - $132.3 $3.28 Million - $4.3 Million
-32,509 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$91.58 - $108.28 $2.98 Million - $3.52 Million
32,509 New
32,509 $3.23 Million

Others Institutions Holding IWN

# of Institutions
1,011
Shares Held
59.9M
Call Options Held
468K
Put Options Held
254K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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