A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Tr Tips Bd ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 3,038 shares of TIP stock, worth $327,071. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,038
Previous 3,306 8.11%
Holding current value
$327,071
Previous $353,000 5.1%
% of portfolio
0.06%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

SELL
$105.92 - $110.83 $28,386 - $29,702
-268 Reduced 8.11%
3,038 $335,000
Q2 2024

Aug 06, 2024

BUY
$105.01 - $107.23 $315,450 - $322,118
3,004 Added 994.7%
3,306 $353,000
Q4 2023

Feb 06, 2024

BUY
$102.12 - $107.97 $30,840 - $32,606
302 New
302 $32,000
Q4 2022

Feb 14, 2023

BUY
$104.91 - $110.18 $199,224 - $209,231
1,899 New
1,899 $202,000
Q2 2022

Aug 05, 2022

BUY
$113.44 - $123.09 $680 - $738
6 Added 0.32%
1,853 $211,000
Q1 2022

May 16, 2022

BUY
$122.95 - $129.16 $245 - $258
2 Added 0.11%
1,847 $230,000
Q4 2021

Mar 08, 2022

BUY
$127.7 - $130.86 $1,532 - $1,570
12 Added 0.65%
1,845 $238,000
Q3 2021

Nov 30, 2021

BUY
$127.3 - $130.61 $4,455 - $4,571
35 Added 1.95%
1,833 $234,000
Q2 2021

Aug 13, 2021

BUY
$125.2 - $128.01 $225,109 - $230,161
1,798 New
1,798 $230,000

Others Institutions Holding TIP

About ISHARES TR TIPS BD ETF


  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
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