Pinnacle Financial Group, LLC Ishares S&P 500 Value ETF Transaction History

Pinnacle Financial Group, LLC

$251 Million
Q4 2024

A detailed history of Pinnacle Financial Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 3,260 shares of IVE stock, worth $640,231. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,260

Previous 3,259 0.03%

Holding current value

$640,231

Previous $642,000 3.12%

% of portfolio

0.25%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$189.5 - $206.17 $189 - $206	1 Added 0.03%	3,260 $622,000
Q1 2024 May 15, 2024	BUY	$171.09 - $186.81 $10,094 - $11,021	59 Added 1.84%	3,259 $608,000
Q3 2023 Nov 13, 2023	SELL	$153.33 - $166.75 $8,586 - $9,338	-56 Reduced 1.72%	3,200 $492,000
Q1 2023 May 11, 2023	SELL	$144.21 - $159.47 $16,007 - $17,701	-111 Reduced 3.3%	3,256 $494,000
Q4 2022 Feb 09, 2023	BUY	$129.68 - $151.79 $7,391 - $8,652	57 Added 1.72%	3,367 $488,000
Q3 2022 Oct 27, 2022	BUY	$128.52 - $150.96 $128 - $150	1 Added 0.03%	3,310 $425,000
Q1 2022 May 12, 2022	SELL	$147.46 - $159.06 $58,836 - $63,464	-399 Reduced 10.76%	3,309 $515,000
Q4 2021 Feb 11, 2022	BUY	$145.8 - $156.8 $540,626 - $581,414	3,708 New	3,708 $581,000

Others Institutions Holding IVE

# of Institutions

1,662

Shares Held

146M

Call Options Held

107K

Put Options Held

60.7K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Pinnacle Financial Group, LLC Ishares S&P 500 Value ETF Transaction History