Pinnacle Wealth Management Advisory Group, LLC Ishares Core S&P U.S. Value Et 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	$39.87 - $63.83 $129,577 - $207,447	-3,250 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$55.95 - $63.08 $181,837 - $205,010	3,250 New	3,250 $205,000
Q2 2019 Aug 08, 2019	SELL	$52.68 - $57.18 $255,498 - $277,323	-4,850 Closed	0 $0
Q4 2018 Feb 05, 2019	BUY	$46.36 - $56.72 $224,846 - $275,092	4,850 New	4,850 $238,000

Others Institutions Holding IUSV

# of Institutions

728

Shares Held

163M

Call Options Held

2.8K

Put Options Held

Bank Of America Corp Charlotte, NC

65.6M
Shares

$6.17 Billion
0.53% of portfolio
Lpl Financial LLC Fort Mill, SC

13.4M
Shares

$1.26 Billion
0.59% of portfolio
Morgan Stanley New York, NY

8.63M
Shares

$813 Million
0.06% of portfolio
Ronald Blue Trust, Inc. Brentwood, TN

4.91M
Shares

$463 Million
5.88% of portfolio
Signaturefd, LLC Atlanta, GA

4.31M
Shares

$406 Million
7.92% of portfolio

View Full List

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