Pinnacle Family Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	SELL	$88.97 - $97.46 $519,940 - $569,556	-5,844 Reduced 64.3%	3,244 $316,000
Q1 2023 May 15, 2023	SELL	$84.05 - $92.64 $147,255 - $162,305	-1,752 Reduced 16.16%	9,088 $822,000
Q4 2022 Feb 10, 2023	SELL	$79.22 - $90.53 $134,198 - $153,357	-1,694 Reduced 13.52%	10,840 $918,000
Q3 2022 Nov 14, 2022	SELL	$79.41 - $95.97 $1,429 - $1,727	-18 Reduced 0.14%	12,534 $995,000
Q2 2022 Aug 15, 2022	BUY	$81.27 - $102.58 $59,327 - $74,883	730 Added 6.17%	12,552 $1.05 Million
Q1 2022 May 16, 2022	BUY	$93.13 - $108.44 $40,977 - $47,713	440 Added 3.87%	11,822 $1.2 Million
Q4 2021 Feb 14, 2022	SELL	$98.21 - $108.46 $3,437 - $3,796	-35 Reduced 0.31%	11,382 $1.23 Million
Q3 2021 Nov 12, 2021	SELL	$97.63 - $104.12 $7,029 - $7,496	-72 Reduced 0.63%	11,417 $1.12 Million
Q2 2021 Aug 16, 2021	SELL	$91.95 - $98.47 $12,781 - $13,687	-139 Reduced 1.2%	11,489 $1.13 Million
Q1 2021 May 14, 2021	SELL	$84.89 - $91.26 $21,562 - $23,180	-254 Reduced 2.14%	11,628 $1.06 Million
Q4 2020 Feb 16, 2021	BUY	$74.43 - $86.03 $884,377 - $1.02 Million	11,882 New	11,882 $1.02 Million

Others Institutions Holding ESGU

# of Institutions

810

Shares Held

94.7M

Call Options Held

0

Put Options Held

0

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.