Pinnacle Family Advisors, LLC Ishares Tr Transaction History

Pinnacle Family Advisors, LLC

  • $201 Million
  • Q3 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 25,912 shares of DVY stock, worth $3.64 Million. This represents 1.83% of its overall portfolio holdings.

Number of Shares
25,912
Previous 25,653 1.01%
Holding current value
$3.64 Million
Previous $3.41 Million 8.1%
% of portfolio
1.83%
Previous 1.88%

Shares

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

Nov 14, 2025
BUY
$133.88 - $142.57 $34,674 - $36,925
259 Added 1.01%
25,912 $3.68 Million
Q2 2025

Aug 14, 2025
BUY
$118.37 - $134.86 $1.11 Million - $1.26 Million
9,339 Added 57.25%
25,653 $3.41 Million
Q1 2025

May 15, 2025
BUY
$128.58 - $138.1 $78,433 - $84,241
610 Added 3.88%
16,314 $2.19 Million
Q4 2024

Feb 14, 2025
BUY
$129.55 - $143.41 $31,739 - $35,135
245 Added 1.58%
15,704 $2.06 Million
Q3 2024

Nov 14, 2024
BUY
$119.99 - $135.74 $1.18 Million - $1.34 Million
9,846 Added 175.41%
15,459 $2.09 Million
Q2 2024

Aug 14, 2024
SELL
$115.73 - $125.75 $694 - $754
-6 Reduced 0.11%
5,613 $679,000
Q1 2024

May 15, 2024
BUY
$113.31 - $123.18 $2,832 - $3,079
25 Added 0.45%
5,619 $692,000
Q4 2023

Feb 14, 2024
BUY
$102.97 - $119.06 $71,049 - $82,151
690 Added 14.07%
5,594 $655,000
Q3 2023

Nov 14, 2023
BUY
$107.44 - $118.16 $15,471 - $17,015
144 Added 3.03%
4,904 $527,000
Q2 2023

Aug 14, 2023
BUY
$108.5 - $119.27 $3,472 - $3,816
32 Added 0.68%
4,760 $539,000
Q1 2023

May 15, 2023
SELL
$110.68 - $126.38 $2.06 Million - $2.35 Million
-18,581 Reduced 79.72%
4,728 $554,000
Q4 2022

Feb 10, 2023
BUY
$107.39 - $125.5 $1.78 Million - $2.08 Million
16,567 Added 245.73%
23,309 $2.81 Million
Q3 2022

Nov 14, 2022
BUY
$107.22 - $127.71 $104,110 - $124,006
971 Added 16.83%
6,742 $723,000
Q2 2022

Aug 15, 2022
SELL
$113.21 - $132.14 $7,585 - $8,853
-67 Reduced 1.15%
5,771 $679,000
Q1 2022

May 16, 2022
SELL
$119.99 - $129.75 $95,872 - $103,670
-799 Reduced 12.04%
5,838 $748,000
Q4 2021

Feb 14, 2022
BUY
$114.37 - $122.59 $4,574 - $4,903
40 Added 0.61%
6,637 $814,000
Q3 2021

Nov 12, 2021
SELL
$112.53 - $119.9 $31,283 - $33,332
-278 Reduced 4.04%
6,597 $757,000
Q2 2021

Aug 16, 2021
BUY
$114.14 - $123.06 $54,102 - $58,330
474 Added 7.41%
6,875 $802,000
Q1 2021

May 14, 2021
SELL
$94.76 - $115.39 $349,095 - $425,096
-3,684 Reduced 36.53%
6,401 $730,000
Q4 2020

Feb 16, 2021
BUY
$81.33 - $97.54 $165,831 - $198,884
2,039 Added 25.34%
10,085 $970,000
Q3 2020

Nov 16, 2020
BUY
$77.43 - $86.72 $336,743 - $377,145
4,349 Added 117.64%
8,046 $656,000
Q2 2020

Aug 12, 2020
BUY
$69.37 - $91.69 $256,460 - $338,977
3,697 New
3,697 $298,000
Q1 2020

May 13, 2020
SELL
$62.67 - $107.3 $820,036 - $1.4 Million
-13,085 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$98.25 - $105.76 $101,099 - $108,827
1,029 Added 8.54%
13,085 $1.38 Million
Q3 2019

Nov 14, 2019
SELL
$100.87 - $103.22 $84,932 - $86,911
-842 Reduced 6.53%
12,056 $1.23 Million
Q2 2019

Aug 14, 2019
BUY
N/A
32 Added 0.25%
12,898 $1.28 Million
Q1 2019

May 15, 2019
SELL
N/A
-7,749 Reduced 37.59%
12,866 $1.26 Million
Q4 2018

Feb 14, 2019
BUY
N/A
3,134 Added 17.93%
20,615 $1.84 Million
Q3 2018

Nov 14, 2018
BUY
N/A
13 Added 0.07%
17,481 $1.74 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,471 Added 9.2%
17,468 $1.71 Million
Q1 2018

May 15, 2018
BUY
N/A
5 Added 0.03%
15,997 $1.52 Million
Q4 2017

Feb 13, 2018
BUY
N/A
2,120 Added 15.28%
15,992 $1.58 Million
Q3 2017

Nov 13, 2017
BUY
N/A
133 Added 0.97%
13,872 $1.3 Million
Q2 2017

Sep 08, 2017
BUY
N/A
164 Added 1.21%
13,739 $1.27 Million
Q1 2017

Sep 08, 2017
SELL
N/A
-8,025 Reduced 37.15%
13,575 $1.24 Million
Q4 2016

Aug 30, 2017
BUY
N/A
21,600
21,600 $1.91 Million

Others Institutions Holding DVY

# of Institutions
1,487
Shares Held
69.1M
Call Options Held
1.01M
Put Options Held
70.3K
View Full List

About ISHARES TR

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