Pinnacle Family Advisors, LLC Ishares S&P Smallcap 600 Value Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$84.57 - $97.98 $80,003 - $92,689	-946 Reduced 9.09%	9,456 $863,000
Q3 2022 Nov 14, 2022	SELL	$82.45 - $101.32 $3.52 Million - $4.33 Million	-42,721 Reduced 80.42%	10,402 $858,000
Q2 2022 Aug 15, 2022	SELL	$86.2 - $103.37 $502,287 - $602,336	-5,827 Reduced 9.88%	53,123 $4.73 Million
Q1 2022 May 16, 2022	BUY	$97.08 - $107.22 $5.72 Million - $6.32 Million	58,950 New	58,950 $6.04 Million
Q4 2021 Feb 14, 2022	SELL	$99.12 - $110.76 $225,894 - $252,422	-2,279 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$96.17 - $106.29 $10.6 Million - $11.7 Million	-110,256 Reduced 97.97%	2,279 $229,000
Q2 2021 Aug 16, 2021	BUY	$99.12 - $110.44 $1.84 Million - $2.05 Million	18,523 Added 19.7%	112,535 $11.9 Million
Q1 2021 May 14, 2021	BUY	$80.37 - $107.94 $7.56 Million - $10.1 Million	94,012 New	94,012 $9.47 Million
Q1 2019 May 15, 2019	SELL	N/A	-5,584 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	N/A	-56 Reduced 0.99%	5,584 $736,000
Q3 2018 Nov 14, 2018	BUY	N/A	69 Added 1.24%	5,640 $941,000
Q2 2018 Aug 14, 2018	SELL	N/A	-54 Reduced 0.96%	5,571 $913,000
Q1 2018 May 15, 2018	SELL	N/A	-29,485 Reduced 83.98%	5,625 $849,000
Q4 2017 Feb 13, 2018	BUY	N/A	29,518 Added 527.86%	35,110 $5.39 Million
Q3 2017 Nov 13, 2017	BUY	N/A	5,592	5,592 $829,000

Others Institutions Holding IJS

# of Institutions

850

Shares Held

40.9M

Call Options Held

20K

Put Options Held

11.6K

About ISHARES S&P SMALLCAP 600 VALUE

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