Pinnacle Private Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 20,568 shares of IJR stock, worth $2.44 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
20,568
Previous 21,488
4.28%
Holding current value
$2.44 Million
Previous $2.32 Million
17.99%
% of portfolio
0.74%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,637Shares Held
504MCall Options Held
1.03MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio