Pacific Capital Wealth Advisors, Inc Ishares Tr Msci Eafe Small Cap Transaction History

Pacific Capital Wealth Advisors, Inc

$424 Million
Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 810 shares of SCZ stock, worth $50,932. This represents 0.01% of its overall portfolio holdings.

Number of Shares

810

Previous 810 -0.0%

Holding current value

$50,932

Previous $50,000 2.0%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$52.38 - $61.98 $2.23 Million - $2.64 Million	-42,627 Reduced 98.14%	810 $50,000
Q3 2023 Nov 03, 2023	SELL	$56.15 - $61.67 $120,947 - $132,837	-2,154 Reduced 4.72%	43,437 $2.45 Million
Q2 2023 Aug 01, 2023	SELL	$57.9 - $61.26 $1.97 Million - $2.08 Million	-34,016 Reduced 42.73%	45,591 $2.69 Million
Q1 2023 May 05, 2023	SELL	$56.53 - $62.22 $212,722 - $234,133	-3,763 Reduced 4.51%	79,607 $4.74 Million
Q4 2022 Feb 14, 2023	SELL	$50.25 - $57.76 $300,143 - $345,000	-5,973 Reduced 6.69%	83,370 $4.71 Million

Q3 2022 Nov 14, 2022	SELL	$49.8 - $59.56 $124,300 - $148,661	-2,496 Reduced 2.72%	89,343 $4.36 Million
Q2 2022 Aug 05, 2022	SELL	$54.29 - $67.38 $226,715 - $281,378	-4,176 Reduced 4.35%	91,839 $5.01 Million
Q1 2022 May 16, 2022	SELL	$61.01 - $73.65 $79,007 - $95,376	-1,295 Reduced 1.33%	96,015 $6.37 Million
Q4 2021 Mar 08, 2022	SELL	$70.21 - $77.4 $49,287 - $54,334	-702 Reduced 0.72%	97,310 $7.11 Million
Q3 2021 Nov 30, 2021	SELL	$72.22 - $79.08 $391,649 - $428,850	-5,423 Reduced 5.24%	98,012 $7.29 Million
Q2 2021 Aug 13, 2021	BUY	$72.9 - $77.14 $30,545 - $32,321	419 Added 0.41%	103,435 $7.67 Million
Q1 2021 May 17, 2021	BUY	$68.09 - $73.16 $655,093 - $703,872	9,621 Added 10.3%	103,016 $7.4 Million
Q4 2020 Feb 16, 2021	BUY	$56.79 - $68.74 $155,320 - $188,003	2,735 Added 3.02%	93,395 $6.38 Million
Q3 2020 Nov 16, 2020	BUY	$53.91 - $60.23 $346,425 - $387,037	6,426 Added 7.63%	90,660 $5.35 Million
Q2 2020 Aug 11, 2020	SELL	$42.06 - $57.2 $29,105 - $39,582	-692 Reduced 0.81%	84,234 $4.52 Million
Q1 2020 May 19, 2020	BUY	$38.34 - $62.84 $1.18 Million - $1.93 Million	30,770 Added 56.82%	84,926 $3.81 Million
Q4 2019 Feb 14, 2020	BUY	$55.92 - $62.67 $3.03 Million - $3.39 Million	54,156 New	54,156 $3.37 Million

Others Institutions Holding SCZ

# of Institutions

719

Shares Held

110M

Call Options Held

12.6K

Put Options Held

22.8K

View Full List

About ISHARES TR MSCI EAFE SMALL CAP

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Pacific Capital Wealth Advisors, Inc Ishares Tr Msci Eafe Small Cap Transaction History