Pinnacle Private Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 2,381 shares of IWD stock, worth $487,604. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,381
Previous 2,291
3.93%
Holding current value
$487,604
Previous $380,000
9.21%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding IWD
# of Institutions
2,000Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio