Pinnacle Family Advisors, LLC Ishares 10+ Year Investment Gr Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares 10+ Year Investment Gr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 74,288 shares of IGLB stock, worth $3.72 Million. This represents 2.3% of its overall portfolio holdings.

Number of Shares

74,288

Previous 74,305 0.02%

Holding current value

$3.72 Million

Previous $3.67 Million 1.66%

% of portfolio

2.3%

Previous 2.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$48.32 - $51.22 $821 - $870	-17 Reduced 0.02%	74,288 $3.73 Million
Q4 2024 Feb 14, 2025	BUY	$49.36 - $53.72 $23,051 - $25,087	467 Added 0.63%	74,305 $3.67 Million
Q3 2024 Nov 14, 2024	SELL	$49.38 - $54.19 $63,058 - $69,200	-1,277 Reduced 1.7%	73,838 $3.96 Million
Q2 2024 Aug 14, 2024	BUY	$48.62 - $51.19 $494,708 - $520,858	10,175 Added 15.67%	75,115 $3.76 Million
Q1 2024 May 15, 2024	SELL	$50.19 - $52.68 $97,820 - $102,673	-1,949 Reduced 2.91%	64,940 $3.35 Million
Q4 2023 Feb 14, 2024	SELL	$44.56 - $53.36 $239,064 - $286,276	-5,365 Reduced 7.43%	66,889 $3.52 Million
Q3 2023 Nov 14, 2023	SELL	$47.14 - $51.79 $16,876 - $18,540	-358 Reduced 0.49%	72,254 $3.41 Million
Q2 2023 Aug 14, 2023	BUY	$49.88 - $52.91 $872,101 - $925,078	17,484 Added 31.72%	72,612 $3.74 Million
Q1 2023 May 15, 2023	BUY	$49.79 - $54.15 $1.28 Million - $1.4 Million	25,789 Added 87.9%	55,128 $2.89 Million
Q4 2022 Feb 10, 2023	BUY	$45.59 - $53.26 $1.34 Million - $1.56 Million	29,339 New	29,339 $1.46 Million
Q1 2022 May 16, 2022	SELL	$59.3 - $68.52 $896,200 - $1.04 Million	-15,113 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$68.27 - $71.53 $168,149 - $176,178	-2,463 Reduced 14.01%	15,113 $1.05 Million
Q3 2021 Nov 12, 2021	BUY	$69.28 - $72.07 $51,475 - $53,548	743 Added 4.41%	17,576 $1.22 Million
Q2 2021 Aug 16, 2021	SELL	$66.4 - $70.33 $16,998 - $18,004	-256 Reduced 1.5%	16,833 $1.18 Million
Q1 2021 May 14, 2021	BUY	$65.43 - $72.48 $434,193 - $480,977	6,636 Added 63.48%	17,089 $1.14 Million
Q4 2020 Feb 16, 2021	BUY	$69.43 - $73.39 $156,842 - $165,788	2,259 Added 27.57%	10,453 $763,000
Q3 2020 Nov 16, 2020	BUY	$70.14 - $74.24 $3,717 - $3,934	53 Added 0.65%	8,194 $577,000
Q2 2020 Aug 12, 2020	BUY	$61.5 - $70.04 $500,671 - $570,195	8,141 New	8,141 $570,000
Q1 2020 May 13, 2020	SELL	$52.12 - $72.11 $555,234 - $768,187	-10,653 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$64.93 - $67.17 $7,077 - $7,321	109 Added 1.03%	10,653 $710,000
Q3 2019 Nov 14, 2019	BUY	$62.86 - $67.97 $34,007 - $36,771	541 Added 5.41%	10,544 $703,000
Q2 2019 Aug 14, 2019	BUY	$59.54 - $63.75 $10,717 - $11,475	180 Added 1.83%	10,003 $638,000
Q1 2019 May 15, 2019	BUY	$56.43 - $60.35 $554,311 - $592,818	9,823 New	9,823 $593,000

Others Institutions Holding IGLB

# of Institutions

241

Shares Held

41.5M

Call Options Held

52K

Put Options Held

48.5K

View Full List

About ISHARES 10+ YEAR INVESTMENT GR

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Pinnacle Family Advisors, LLC Ishares 10+ Year Investment Gr Transaction History