Pacific Capital Wealth Advisors, Inc Ishares Tr Tips Bd ETF Transaction History

Pacific Capital Wealth Advisors, Inc

  • $577 Million
  • Q3 2025

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 2,026 shares of TIP stock, worth $224,379. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,026
Previous 2,684 24.52%
Holding current value
$224,379
Previous $295,000 23.73%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$109.11 - $111.88 $71,794 - $73,617
-658 Reduced 24.52%
2,026 $225,000
Q2 2025

Jul 09, 2025
SELL
$107.93 - $110.97 $38,207 - $39,283
-354 Reduced 11.65%
2,684 $295,000
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

# of Institutions
1,142
Shares Held
125M
Call Options Held
16.8M
Put Options Held
16.9M
View Full List

About ISHARES TR TIPS BD ETF

TIP Quotes by TradingView
  • Ticker TIP
  • Sector ETFs
  • Industry ETFs
More about TIP
Track This Portfolio

Track Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email