Pinnacle Wealth Management Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.3 Billion
- Q3 2025
A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 2,662 shares of IVE stock, worth $557,981. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,662
Previous 2,749
3.16%
Holding current value
$557,981
Previous $537,000
2.23%
% of portfolio
0.04%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding IVE
# of Institutions
1,766Shares Held
168MCall Options Held
67.9KPut Options Held
38.7K-
Envestnet Asset Management Inc22.1MShares$4.64 Billion1.41% of portfolio
-
Jpmorgan Chase & CO New York, NY17.9MShares$3.76 Billion0.24% of portfolio
-
Morgan Stanley New York, NY14.2MShares$2.98 Billion0.18% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.55MShares$1.79 Billion0.55% of portfolio
-
Bank Of America Corp Charlotte, NC8.4MShares$1.76 Billion0.12% of portfolio