Pacific Capital Wealth Advisors, Inc Ishares Russell 2000 ETF Transaction History
Pacific Capital Wealth Advisors, Inc
- $592 Million
- Q3 2024
A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 20,891 shares of IWM stock, worth $4.67 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
20,891
Previous 37,417
44.17%
Holding current value
$4.67 Million
Previous $7.59 Million
39.22%
% of portfolio
0.78%
Previous 1.39%
Shares
20 transactions
Others Institutions Holding IWM
# of Institutions
2,663Shares Held
308MCall Options Held
232MPut Options Held
524M-
Bank Of America Corp Charlotte, NC40.2MShares$8.97 Billion0.75% of portfolio
-
Goldman Sachs Group Inc New York, NY22.8MShares$5.1 Billion0.83% of portfolio
-
Morgan Stanley New York, NY18.1MShares$4.05 Billion0.3% of portfolio
-
Wells Fargo & Company San Francisco, CA18.1MShares$4.04 Billion0.92% of portfolio
-
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A611.9MShares$2.67 Billion6.48% of portfolio