Pacific Capital Wealth Advisors, Inc Ishares Russell 1000 Val ETF Transaction History

Pacific Capital Wealth Advisors, Inc

  • $598 Million
  • Q4 2024

A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 853 shares of IWD stock, worth $165,302. This represents 0.03% of its overall portfolio holdings.

Number of Shares
853
Previous 852 0.12%
Holding current value
$165,302
Previous $161,000 2.48%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$183.23 - $199.79 $183 - $199
1 Added 0.12%
853 $157,000
Q2 2024

Aug 06, 2024
BUY
$169.4 - $179.05 $16,262 - $17,188
96 Added 12.7%
852 $148,000
Q1 2024

May 15, 2024
BUY
$161.84 - $179.11 $161 - $179
1 Added 0.13%
756 $135,000
Q4 2023

Feb 06, 2024
BUY
$143.69 - $165.7 $108,485 - $125,103
755 New
755 $124,000
Q4 2020

Feb 16, 2021
SELL
$115.84 - $136.73 $9,267 - $10,938
-80 Closed
0 $0
Q3 2020

Nov 16, 2020
BUY
$111.27 - $124.26 $8,901 - $9,940
80 New
80 $9,000

Others Institutions Holding IWD

# of Institutions
1,743
Shares Held
255M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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