Pinnacle Wealth Management Advisory Group, LLC Ishares Tr Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 05, 2020	SELL	$29.79 - $33.61 $201,291 - $227,102	-6,757 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$30.41 - $31.26 $149,009 - $153,174	-4,900 Reduced 42.03%	6,757 $208,000
Q2 2019 Aug 08, 2019	BUY	N/A	950 Added 8.87%	11,657 $358,000
Q4 2018 Feb 05, 2019	BUY	N/A	1,575 Added 17.25%	10,707 $307,000
Q3 2018 Nov 09, 2018	BUY	N/A	9,132 New	9,132 $298,000

Others Institutions Holding IDV

# of Institutions

480

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

Bank Of America Corp Charlotte, NC

10.8M
Shares

$295 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.84M
Shares

$188 Million
0.02% of portfolio
Envestnet Asset Management Inc

5.38M
Shares

$148 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.76M
Shares

$103 Million
0.03% of portfolio
Ubs Group Ag

2.66M
Shares

$72.9 Million
0.02% of portfolio

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