Ishares Tr cmn shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Ishares Tr cmn (STIP) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Ishares Tr cmn
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Quarterly reported holdings in Ishares Tr cmn by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $71k | 696 | 101.32 |
| 2024-06-30 | $72k | 725 | 99.49 |
| 2024-03-31 | $126k | 1.3k | 99.42 |
| 2023-12-31 | $136k | 1.4k | 98.59 |
| 2023-06-30 | $11M | 109k | 97.60 |
| 2023-03-31 | $11M | 113k | 99.23 |
| 2022-12-31 | $11M | 114k | 96.96 |
| 2022-09-30 | $9.7M | 101k | 96.11 |
| 2022-06-30 | $7.9M | 78k | 101.43 |
| 2022-03-31 | $4.5M | 43k | 104.95 |
| 2021-12-31 | $3.5M | 34k | 105.88 |
| 2021-09-30 | $3.0M | 29k | 105.64 |
| 2021-06-30 | $1.4M | 13k | 106.33 |
More positions owned by Pacific Capital Wealth Advisors
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