Pinnacle Wealth Management Advisory Group, LLC Ishares Core S&P Total U.S. St Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 08, 2020	SELL	$49.67 - $76.42 $276,661 - $425,659	-5,570 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$65.12 - $72.96 $9,768 - $10,943	-150 Reduced 2.62%	5,570 $405,000
Q3 2019 Nov 06, 2019	SELL	$64.37 - $68.57 $26,971 - $28,730	-419 Reduced 6.83%	5,720 $384,000
Q2 2019 Aug 08, 2019	BUY	$62.47 - $67.06 $383,503 - $411,681	6,139 New	6,139 $409,000

Others Institutions Holding ITOT

# of Institutions

1,379

Shares Held

303M

Call Options Held

58.9K

Put Options Held

20K

Wells Fargo & Company San Francisco, CA

55.1M
Shares

$7.27 Billion
1.59% of portfolio
Black Rock Inc. New York, NY

48.8M
Shares

$6.43 Billion
0.13% of portfolio
Betterment LLC New York, NY

12.1M
Shares

$1.6 Billion
3.66% of portfolio
Morgan Stanley New York, NY

10.5M
Shares

$1.38 Billion
0.1% of portfolio
Alliancebernstein L.P. New York, NY

8.92M
Shares

$1.18 Billion
0.39% of portfolio

View Full List

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