Pinnacle Wealth Management Advisory Group, LLC Ishares Tr Msci Usa Esg Select Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.05 Billion
Q4 2024

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 2,950 shares of SUSA stock, worth $321,343. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,950

Previous 2,747 7.39%

Holding current value

$321,343

Previous $330,000 8.48%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$118.0 - $127.04 $23,954 - $25,789	203 Added 7.39%	2,950 $358,000
Q2 2024 Jul 25, 2024	BUY	$102.41 - $112.98 $17,102 - $18,867	167 Added 6.47%	2,747 $308,000
Q4 2023 Feb 06, 2024	BUY	$85.36 - $100.86 $13,657 - $16,137	160 Added 6.61%	2,580 $259,000
Q3 2023 Oct 25, 2023	BUY	$89.49 - $97.11 $447 - $485	5 Added 0.21%	2,420 $217,000
Q2 2023 Aug 02, 2023	SELL	$85.65 - $93.64 $17,130 - $18,728	-200 Reduced 7.65%	2,415 $226,000
Q4 2022 Feb 06, 2023	BUY	$75.77 - $88.09 $198,138 - $230,355	2,615 New	2,615 $215,000
Q2 2022 Aug 01, 2022	BUY	$78.1 - $97.98 $3,514 - $4,409	45 Added 1.21%	3,765 $304,000
Q1 2022 May 05, 2022	BUY	$89.45 - $106.35 $332,754 - $395,622	3,720 New	3,720 $360,000

Others Institutions Holding SUSA

# of Institutions

523

Shares Held

19.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
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Pinnacle Wealth Management Advisory Group, LLC Ishares Tr Msci Usa Esg Select Transaction History