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

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$67.77 - $74.78 $940,986 - $1.04 Million	13,885 New	13,885 $992,000
Q1 2021 May 14, 2021	SELL	$71.22 - $80.18 $1.58 Million - $1.78 Million	-22,199 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$60.53 - $72.82 $972,111 - $1.17 Million	16,060 Added 261.61%	22,199 $1.6 Million
Q3 2020 Nov 16, 2020	BUY	$55.44 - $62.69 $340,346 - $384,853	6,139 New	6,139 $1.47 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-41,106 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	N/A	-22,775 Reduced 35.65%	41,106 $9.24 Million
Q1 2018 May 15, 2018	BUY	N/A	42,765 Added 202.52%	63,881 $13.9 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-31,250 Reduced 59.68%	21,116 $4.56 Million
Q3 2017 Nov 13, 2017	BUY	N/A	52,366	52,366 $10.6 Million

Others Institutions Holding IJK

# of Institutions

918

Shares Held

75.1M

Call Options Held

2.7K

Put Options Held

0

Wells Fargo & Company San Francisco, CA

7.07M
Shares

$680 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.74M
Shares

$648 Million
0.05% of portfolio
Goldman Sachs Group Inc New York, NY

3.44M
Shares

$330 Million
0.05% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$322 Million
0.03% of portfolio
Main Management ETF Advisors, LLC San Francisco, CA

2.95M
Shares

$284 Million
12.99% of portfolio

About ISHARES S&P MIDCAP 400 GROWTH

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