Pinnacle Family Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Pinnacle Family Advisors, LLC

  • $201 Million
  • Q3 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 5,232 shares of IJJ stock, worth $667,132. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,232
Previous 5,433 3.7%
Holding current value
$667,132
Previous $671,000 1.04%
% of portfolio
0.34%
Previous 0.37%

Shares

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

Nov 14, 2025
SELL
$122.57 - $132.57 $24,636 - $26,646
-201 Reduced 3.7%
5,232 $678,000
Q2 2025

Aug 14, 2025
SELL
$103.88 - $123.68 $16,724 - $19,912
-161 Reduced 2.88%
5,433 $671,000
Q1 2025

May 15, 2025
SELL
$117.4 - $131.02 $17,727 - $19,784
-151 Reduced 2.63%
5,594 $669,000
Q4 2024

Feb 14, 2025
SELL
$121.89 - $135.52 $1,706 - $1,897
-14 Reduced 0.24%
5,745 $717,000
Q3 2024

Nov 14, 2024
SELL
$111.9 - $124.28 $2,685 - $2,982
-24 Reduced 0.42%
5,759 $711,000
Q2 2024

Aug 14, 2024
SELL
$109.44 - $118.4 $36,005 - $38,953
-329 Reduced 5.38%
5,783 $656,000
Q1 2024

May 15, 2024
SELL
$109.27 - $118.29 $16,827 - $18,216
-154 Reduced 2.46%
6,112 $722,000
Q4 2023

Feb 14, 2024
SELL
$93.05 - $115.17 $128,688 - $159,280
-1,383 Reduced 18.08%
6,266 $714,000
Q3 2023

Nov 14, 2023
SELL
$99.46 - $111.92 $46,248 - $52,042
-465 Reduced 5.73%
7,649 $772,000
Q2 2023

Aug 14, 2023
SELL
$97.74 - $107.13 $472,963 - $518,402
-4,839 Reduced 37.36%
8,114 $869,000
Q1 2023

May 15, 2023
SELL
$97.23 - $116.09 $4.96 Million - $5.92 Million
-50,990 Reduced 79.74%
12,953 $1.33 Million
Q4 2022

Feb 10, 2023
BUY
$91.7 - $106.74 $4.05 Million - $4.71 Million
44,119 Added 222.55%
63,943 $6.45 Million
Q3 2022

Nov 14, 2022
SELL
$90.0 - $107.68 $3.6 Million - $4.31 Million
-40,025 Reduced 66.88%
19,824 $1.78 Million
Q2 2022

Aug 15, 2022
SELL
$91.51 - $110.2 $536,980 - $646,653
-5,868 Reduced 8.93%
59,849 $5.65 Million
Q1 2022

May 16, 2022
BUY
$102.52 - $112.86 $5.46 Million - $6.01 Million
53,295 Added 429.04%
65,717 $7.21 Million
Q4 2021

Feb 14, 2022
SELL
$103.36 - $113.35 $11 Million - $12.1 Million
-106,890 Reduced 89.59%
12,422 $1.38 Million
Q3 2021

Nov 12, 2021
BUY
$99.84 - $108.44 $850,536 - $923,800
8,519 Added 7.69%
119,312 $12.3 Million
Q2 2021

Aug 16, 2021
BUY
$102.45 - $110.12 $1.79 Million - $1.92 Million
17,472 Added 18.72%
110,793 $11.7 Million
Q1 2021

May 14, 2021
BUY
$84.81 - $105.35 $7.91 Million - $9.83 Million
93,321 New
93,321 $9.51 Million
Q2 2017

Sep 08, 2017
SELL
N/A
-112,932 Closed
0 $0
Q1 2017

Sep 08, 2017
BUY
N/A
95,395 Added 543.96%
112,932 $16.8 Million
Q4 2016

Aug 30, 2017
BUY
N/A
17,537
17,537 $2.55 Million

Others Institutions Holding IJJ

# of Institutions
920
Shares Held
41.7M
Call Options Held
4.8K
Put Options Held
2.7K
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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

Track Pinnacle Family Advisors, LLC Portfolio

Follow Pinnacle Family Advisors, LLC 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 Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email