Pinnacle Family Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Pinnacle Family Advisors, LLC

  • $181 Million
  • Q2 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 5,433 shares of IJJ stock, worth $712,266. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,433
Previous 5,594 2.88%
Holding current value
$712,266
Previous $669,000 0.3%
% of portfolio
0.37%
Previous 0.41%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$103.88 - $123.68 $16,724 - $19,912
-161 Reduced 2.88%
5,433 $671,000
Q1 2025

May 15, 2025
SELL
$117.4 - $131.02 $17,727 - $19,784
-151 Reduced 2.63%
5,594 $669,000
Q4 2024

Feb 14, 2025
SELL
$121.89 - $135.52 $1,706 - $1,897
-14 Reduced 0.24%
5,745 $717,000
Q3 2024

Nov 14, 2024
SELL
$111.9 - $124.28 $2,685 - $2,982
-24 Reduced 0.42%
5,759 $711,000
Q2 2024

Aug 14, 2024
SELL
$109.44 - $118.4 $36,005 - $38,953
-329 Reduced 5.38%
5,783 $656,000
Q1 2024

May 15, 2024
SELL
$109.27 - $118.29 $16,827 - $18,216
-154 Reduced 2.46%
6,112 $722,000
Q4 2023

Feb 14, 2024
SELL
$93.05 - $115.17 $128,688 - $159,280
-1,383 Reduced 18.08%
6,266 $714,000
Q3 2023

Nov 14, 2023
SELL
$99.46 - $111.92 $46,248 - $52,042
-465 Reduced 5.73%
7,649 $772,000
Q2 2023

Aug 14, 2023
SELL
$97.74 - $107.13 $472,963 - $518,402
-4,839 Reduced 37.36%
8,114 $869,000
Q1 2023

May 15, 2023
SELL
$97.23 - $116.09 $4.96 Million - $5.92 Million
-50,990 Reduced 79.74%
12,953 $1.33 Million
Q4 2022

Feb 10, 2023
BUY
$91.7 - $106.74 $4.05 Million - $4.71 Million
44,119 Added 222.55%
63,943 $6.45 Million
Q3 2022

Nov 14, 2022
SELL
$90.0 - $107.68 $3.6 Million - $4.31 Million
-40,025 Reduced 66.88%
19,824 $1.78 Million
Q2 2022

Aug 15, 2022
SELL
$91.51 - $110.2 $536,980 - $646,653
-5,868 Reduced 8.93%
59,849 $5.65 Million
Q1 2022

May 16, 2022
BUY
$102.52 - $112.86 $5.46 Million - $6.01 Million
53,295 Added 429.04%
65,717 $7.21 Million
Q4 2021

Feb 14, 2022
SELL
$103.36 - $113.35 $11 Million - $12.1 Million
-106,890 Reduced 89.59%
12,422 $1.38 Million
Q3 2021

Nov 12, 2021
BUY
$99.84 - $108.44 $850,536 - $923,800
8,519 Added 7.69%
119,312 $12.3 Million
Q2 2021

Aug 16, 2021
BUY
$102.45 - $110.12 $1.79 Million - $1.92 Million
17,472 Added 18.72%
110,793 $11.7 Million
Q1 2021

May 14, 2021
BUY
$84.81 - $105.35 $7.91 Million - $9.83 Million
93,321 New
93,321 $9.51 Million
Q2 2017

Sep 08, 2017
SELL
N/A
-112,932 Closed
0 $0
Q1 2017

Sep 08, 2017
BUY
N/A
95,395 Added 543.96%
112,932 $16.8 Million
Q4 2016

Aug 30, 2017
BUY
N/A
17,537
17,537 $2.55 Million

Others Institutions Holding IJJ

# of Institutions
911
Shares Held
42.1M
Call Options Held
184K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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  • Ticker IJJ
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