Pacific Capital Wealth Advisors, Inc Ishares Russell 2000 ETF Transaction History

Pacific Capital Wealth Advisors, Inc

$576 Million
Q1 2025

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 18,667 shares of IWM stock, worth $3.48 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

18,667

Previous 19,957 6.46%

Holding current value

$3.48 Million

Previous $4.41 Million 15.56%

% of portfolio

0.65%

Previous 0.74%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	SELL	$198.1 - $229.79 $255,549 - $296,429	-1,290 Reduced 6.46%	18,667 $3.72 Million
Q4 2024 Jan 22, 2025	SELL	$216.13 - $242.4 $201,865 - $226,401	-934 Reduced 4.47%	19,957 $4.41 Million
Q3 2024 Oct 15, 2024	SELL	$200.87 - $224.6 $3.32 Million - $3.71 Million	-16,526 Reduced 44.17%	20,891 $4.61 Million
Q2 2024 Aug 06, 2024	SELL	$192.84 - $209.44 $83,306 - $90,478	-432 Reduced 1.14%	37,417 $7.59 Million
Q1 2024 May 15, 2024	BUY	$189.48 - $210.3 $110,845 - $123,025	585 Added 1.57%	37,849 $7.96 Million
Q4 2023 Feb 06, 2024	SELL	$162.21 - $204.82 $39,579 - $49,976	-244 Reduced 0.65%	37,264 $7.48 Million
Q3 2023 Nov 03, 2023	SELL	$174.36 - $198.71 $130,595 - $148,833	-749 Reduced 1.96%	37,508 $6.63 Million
Q2 2023 Aug 01, 2023	SELL	$170.4 - $187.93 $662,515 - $730,671	-3,888 Reduced 9.23%	38,257 $7.16 Million
Q1 2023 May 05, 2023	SELL	$170.25 - $198.32 $1.08 Million - $1.25 Million	-6,318 Reduced 13.04%	42,145 $7.52 Million
Q4 2022 Feb 14, 2023	SELL	$166.81 - $188.05 $411,186 - $463,543	-2,465 Reduced 4.84%	48,463 $8.45 Million
Q3 2022 Nov 14, 2022	SELL	$164.17 - $201.07 $1.02 Million - $1.25 Million	-6,216 Reduced 10.88%	50,928 $8.4 Million
Q2 2022 Aug 05, 2022	SELL	$163.9 - $207.91 $119,647 - $151,774	-730 Reduced 1.26%	57,144 $9.68 Million
Q1 2022 May 16, 2022	BUY	$191.52 - $225.32 $9,767 - $11,491	51 Added 0.09%	57,874 $11.9 Million
Q4 2021 Mar 08, 2022	BUY	$212.12 - $242.56 $950,933 - $1.09 Million	4,483 Added 8.4%	57,823 $12.9 Million
Q3 2021 Nov 30, 2021	BUY	$211.73 - $231.39 $2.8 Million - $3.06 Million	13,203 Added 32.89%	53,340 $11.7 Million
Q2 2021 Aug 13, 2021	SELL	$211.85 - $232.89 $59,106 - $64,976	-279 Reduced 0.69%	40,137 $9.21 Million
Q1 2021 May 17, 2021	BUY	$193.5 - $234.42 $1.53 Million - $1.86 Million	7,914 Added 24.35%	40,416 $8.93 Million
Q4 2020 Feb 16, 2021	SELL	$152.18 - $199.14 $1,065 - $1,393	-7 Reduced 0.02%	32,502 $6.37 Million
Q3 2020 Nov 16, 2020	SELL	$139.07 - $158.46 $26,284 - $29,948	-189 Reduced 0.58%	32,509 $4.87 Million
Q2 2020 Aug 11, 2020	BUY	$104.62 - $153.09 $228,594 - $334,501	2,185 Added 7.16%	32,698 $4.68 Million
Q1 2020 May 19, 2020	BUY	$99.9 - $169.53 $996,602 - $1.69 Million	9,976 Added 48.58%	30,513 $3.49 Million
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $3.01 Million - $3.42 Million	20,537 New	20,537 $3.4 Million

Others Institutions Holding IWM

# of Institutions

2,936

Shares Held

301M

Call Options Held

213M

Put Options Held

497M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Pacific Capital Wealth Advisors, Inc Ishares Russell 2000 ETF Transaction History