Pinnacle Family Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Pinnacle Family Advisors, LLC

$201 Million
Q3 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 2,181 shares of IUSV stock, worth $220,978. This represents 0.11% of its overall portfolio holdings.

Number of Shares

2,181

Previous 2,682 18.68%

Holding current value

$220,978

Previous $253,000 14.23%

% of portfolio

0.11%

Previous 0.14%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$94.17 - $99.95 $47,179 - $50,074	-501 Reduced 18.68%	2,181 $217,000
Q2 2025 Aug 14, 2025	BUY	$81.46 - $94.63 $35,190 - $40,880	432 Added 19.2%	2,682 $253,000
Q1 2025 May 15, 2025	SELL	$90.0 - $96.32 $2,970 - $3,178	-33 Reduced 1.45%	2,250 $207,000
Q4 2024 Feb 14, 2025	SELL	$91.94 - $100.02 $827 - $900	-9 Reduced 0.39%	2,283 $211,000
Q3 2024 Nov 14, 2024	BUY	$87.56 - $95.49 $175 - $190	2 Added 0.09%	2,292 $218,000

Q2 2024 Aug 14, 2024	BUY	$85.39 - $90.42 $85 - $90	1 Added 0.04%	2,290 $201,000
Q1 2024 May 15, 2024	BUY	$82.87 - $90.44 $189,689 - $207,017	2,289 New	2,289 $207,000
Q2 2023 Aug 14, 2023	BUY	$72.65 - $78.26 $190,706 - $205,432	2,625 New	2,625 $205,000
Q2 2022 Aug 15, 2022	SELL	$64.88 - $77.18 $197,494 - $234,935	-3,044 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$71.81 - $77.49 $14,433 - $15,575	201 Added 7.07%	3,044 $231,000
Q4 2021 Feb 14, 2022	SELL	$71.13 - $76.45 $39,690 - $42,659	-558 Reduced 16.41%	2,843 $217,000
Q3 2021 Nov 12, 2021	BUY	$69.93 - $74.13 $69 - $74	1 Added 0.03%	3,401 $241,000
Q2 2021 Aug 16, 2021	BUY	$69.41 - $73.87 $69 - $73	1 Added 0.03%	3,400 $245,000
Q1 2021 May 14, 2021	SELL	$61.28 - $69.6 $22,551 - $25,612	-368 Reduced 9.77%	3,399 $234,000
Q4 2020 Feb 16, 2021	BUY	$53.17 - $62.19 $53 - $62	1 Added 0.03%	3,767 $234,000
Q3 2020 Nov 16, 2020	SELL	$51.46 - $57.08 $17,650 - $19,578	-343 Reduced 8.35%	3,766 $204,000
Q2 2020 Aug 12, 2020	BUY	$44.04 - $57.88 $180,960 - $237,828	4,109 New	4,109 $215,000
Q1 2020 May 13, 2020	SELL	$39.87 - $63.83 $158,802 - $254,234	-3,983 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$55.95 - $63.08 $55 - $63	1 Added 0.03%	3,983 $251,000
Q3 2019 Nov 14, 2019	BUY	$54.3 - $58.65 $108 - $117	2 Added 0.05%	3,982 $230,000
Q2 2019 Aug 14, 2019	BUY	$52.68 - $57.18 $105 - $114	2 Added 0.05%	3,980 $225,000
Q1 2019 May 15, 2019	SELL	$48.21 - $55.66 $688,149 - $794,490	-14,274 Reduced 78.21%	3,978 $218,000
Q4 2018 Feb 14, 2019	BUY	$46.36 - $56.72 $33,471 - $40,951	722 Added 4.12%	18,252 $896,000
Q3 2018 Nov 14, 2018	BUY	$53.63 - $57.68 $13,192 - $14,189	246 Added 1.42%	17,530 $988,000
Q2 2018 Aug 14, 2018	SELL	$51.95 - $55.12 $8,675 - $9,205	-167 Reduced 0.96%	17,284 $928,000
Q1 2018 May 15, 2018	BUY	$51.81 - $58.63 $5,129 - $5,804	99 Added 0.57%	17,451 $927,000
Q4 2017 Feb 13, 2018	BUY	$52.55 - $55.6 $27,010 - $28,578	514 Added 3.05%	17,352 $961,000
Q3 2017 Nov 13, 2017	BUY	$52.0 - $52.35 $602,056 - $606,108	11,578 Added 220.11%	16,838 $881,000
Q2 2017 Sep 08, 2017	BUY	N/A	110 Added 2.14%	5,260 $268,000
Q1 2017 Sep 08, 2017	BUY	N/A	5,150	5,150 $260,000

Others Institutions Holding IUSV

# of Institutions

844

Shares Held

192M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

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.

Account

Pinnacle Family Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History