Pacific Capital Wealth Advisors, Inc Ishares Barclays 0 5 Year Tips Transaction History

Pacific Capital Wealth Advisors, Inc

  • $424 Million
  • Q1 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 1,263 shares of STIP stock, worth $125,529. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,263
Previous 1,374 8.08%
Holding current value
$125,529
Previous $135,000 7.41%
% of portfolio
0.03%
Previous 0.03%

Shares

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

May 15, 2024
SELL
$98.36 - $99.47 $10,917 - $11,041
-111 Reduced 8.08%
1,263 $125,000
Q4 2023

Feb 06, 2024
BUY
$96.33 - $98.68 $132,357 - $135,586
1,374 New
1,374 $135,000
Q2 2023

Aug 01, 2023
SELL
$97.43 - $99.5 $385,335 - $393,522
-3,955 Reduced 3.5%
109,010 $10.6 Million
Q1 2023

May 05, 2023
SELL
$96.86 - $99.23 $108,095 - $110,740
-1,116 Reduced 0.98%
112,965 $11.2 Million
Q4 2022

Feb 14, 2023
BUY
$96.72 - $98.11 $1.3 Million - $1.31 Million
13,398 Added 13.31%
114,081 $11.1 Million
Q3 2022

Nov 14, 2022
BUY
$96.99 - $102.85 $2.2 Million - $2.33 Million
22,687 Added 29.09%
100,683 $9.68 Million
Q2 2022

Aug 05, 2022
BUY
$101.26 - $104.65 $3.53 Million - $3.65 Million
34,831 Added 80.69%
77,996 $7.91 Million
Q1 2022

May 16, 2022
BUY
$103.82 - $106.76 $1 Million - $1.03 Million
9,656 Added 28.82%
43,165 $4.53 Million
Q4 2021

Mar 08, 2022
BUY
$105.21 - $107.0 $499,957 - $508,464
4,752 Added 16.52%
33,509 $3.55 Million
Q3 2021

Nov 30, 2021
BUY
$105.49 - $107.1 $1.68 Million - $1.71 Million
15,939 Added 124.35%
28,757 $3.04 Million
Q2 2021

Aug 13, 2021
BUY
$105.46 - $106.88 $1.35 Million - $1.37 Million
12,818 New
12,818 $1.36 Million

Others Institutions Holding STIP

# of Institutions
617
Shares Held
64.9M
Call Options Held
135K
Put Options Held
8.4K
View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

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