Pinnacle Family Advisors, LLC Ishares Tr Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 15,704 shares of DVY stock, worth $2.16 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

15,704

Previous 15,459 1.58%

Holding current value

$2.16 Million

Previous $2.09 Million 1.29%

% of portfolio

1.13%

Previous 1.22%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$129.55 - $143.41 $31,739 - $35,135	245 Added 1.58%	15,704 $2.06 Million
Q3 2024 Nov 14, 2024	BUY	$119.99 - $135.74 $1.18 Million - $1.34 Million	9,846 Added 175.41%	15,459 $2.09 Million
Q2 2024 Aug 14, 2024	SELL	$115.73 - $125.75 $694 - $754	-6 Reduced 0.11%	5,613 $679,000
Q1 2024 May 15, 2024	BUY	$113.31 - $123.18 $2,832 - $3,079	25 Added 0.45%	5,619 $692,000
Q4 2023 Feb 14, 2024	BUY	$102.97 - $119.06 $71,049 - $82,151	690 Added 14.07%	5,594 $655,000
Q3 2023 Nov 14, 2023	BUY	$107.44 - $118.16 $15,471 - $17,015	144 Added 3.03%	4,904 $527,000
Q2 2023 Aug 14, 2023	BUY	$108.5 - $119.27 $3,472 - $3,816	32 Added 0.68%	4,760 $539,000
Q1 2023 May 15, 2023	SELL	$110.68 - $126.38 $2.06 Million - $2.35 Million	-18,581 Reduced 79.72%	4,728 $554,000
Q4 2022 Feb 10, 2023	BUY	$107.39 - $125.5 $1.78 Million - $2.08 Million	16,567 Added 245.73%	23,309 $2.81 Million
Q3 2022 Nov 14, 2022	BUY	$107.22 - $127.71 $104,110 - $124,006	971 Added 16.83%	6,742 $723,000
Q2 2022 Aug 15, 2022	SELL	$113.21 - $132.14 $7,585 - $8,853	-67 Reduced 1.15%	5,771 $679,000
Q1 2022 May 16, 2022	SELL	$119.99 - $129.75 $95,872 - $103,670	-799 Reduced 12.04%	5,838 $748,000
Q4 2021 Feb 14, 2022	BUY	$114.37 - $122.59 $4,574 - $4,903	40 Added 0.61%	6,637 $814,000
Q3 2021 Nov 12, 2021	SELL	$112.53 - $119.9 $31,283 - $33,332	-278 Reduced 4.04%	6,597 $757,000
Q2 2021 Aug 16, 2021	BUY	$114.14 - $123.06 $54,102 - $58,330	474 Added 7.41%	6,875 $802,000
Q1 2021 May 14, 2021	SELL	$94.76 - $115.39 $349,095 - $425,096	-3,684 Reduced 36.53%	6,401 $730,000
Q4 2020 Feb 16, 2021	BUY	$81.33 - $97.54 $165,831 - $198,884	2,039 Added 25.34%	10,085 $970,000
Q3 2020 Nov 16, 2020	BUY	$77.43 - $86.72 $336,743 - $377,145	4,349 Added 117.64%	8,046 $656,000
Q2 2020 Aug 12, 2020	BUY	$69.37 - $91.69 $256,460 - $338,977	3,697 New	3,697 $298,000
Q1 2020 May 13, 2020	SELL	$62.67 - $107.3 $820,036 - $1.4 Million	-13,085 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$98.25 - $105.76 $101,099 - $108,827	1,029 Added 8.54%	13,085 $1.38 Million
Q3 2019 Nov 14, 2019	SELL	$100.87 - $103.22 $84,932 - $86,911	-842 Reduced 6.53%	12,056 $1.23 Million
Q2 2019 Aug 14, 2019	BUY	N/A	32 Added 0.25%	12,898 $1.28 Million
Q1 2019 May 15, 2019	SELL	N/A	-7,749 Reduced 37.59%	12,866 $1.26 Million
Q4 2018 Feb 14, 2019	BUY	N/A	3,134 Added 17.93%	20,615 $1.84 Million
Q3 2018 Nov 14, 2018	BUY	N/A	13 Added 0.07%	17,481 $1.74 Million
Q2 2018 Aug 14, 2018	BUY	N/A	1,471 Added 9.2%	17,468 $1.71 Million
Q1 2018 May 15, 2018	BUY	N/A	5 Added 0.03%	15,997 $1.52 Million
Q4 2017 Feb 13, 2018	BUY	N/A	2,120 Added 15.28%	15,992 $1.58 Million
Q3 2017 Nov 13, 2017	BUY	N/A	133 Added 0.97%	13,872 $1.3 Million
Q2 2017 Sep 08, 2017	BUY	N/A	164 Added 1.21%	13,739 $1.27 Million
Q1 2017 Sep 08, 2017	SELL	N/A	-8,025 Reduced 37.15%	13,575 $1.24 Million
Q4 2016 Aug 30, 2017	BUY	N/A	21,600	21,600 $1.91 Million

Others Institutions Holding DVY

# of Institutions

1,442

Shares Held

95M

Call Options Held

1.8M

Put Options Held

161K

View Full List

About ISHARES TR

Ticker DVY
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Pinnacle Family Advisors, LLC Ishares Tr Transaction History