Pinnacle Family Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 24,126 shares of IUSB stock, worth $1.1 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

24,126

Previous 20,054 20.31%

Holding current value

$1.1 Million

Previous $944,000 15.47%

% of portfolio

0.6%

Previous 0.55%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$45.07 - $47.1 $183,525 - $191,791	4,072 Added 20.31%	24,126 $1.09 Million
Q3 2024 Nov 14, 2024	SELL	$44.83 - $47.42 $5,065 - $5,358	-113 Reduced 0.56%	20,054 $944,000
Q2 2024 Aug 14, 2024	SELL	$44.3 - $45.58 $9,613 - $9,890	-217 Reduced 1.06%	20,167 $911,000
Q1 2024 May 15, 2024	BUY	$45.02 - $46.27 $335,083 - $344,387	7,443 Added 57.51%	20,384 $929,000
Q4 2023 Feb 14, 2024	SELL	$42.6 - $46.25 $10,650 - $11,562	-250 Reduced 1.9%	12,941 $596,000
Q3 2023 Nov 14, 2023	SELL	$43.62 - $45.64 $76,902 - $80,463	-1,763 Reduced 11.79%	13,191 $576,000
Q2 2023 Aug 14, 2023	BUY	$45.12 - $46.45 $47,827 - $49,237	1,060 Added 7.63%	14,954 $679,000
Q1 2023 May 15, 2023	BUY	$44.68 - $46.69 $32,035 - $33,476	717 Added 5.44%	13,894 $641,000
Q4 2022 Feb 10, 2023	BUY	$43.31 - $46.11 $132,268 - $140,819	3,054 Added 30.17%	13,177 $592,000
Q3 2022 Nov 14, 2022	SELL	$44.1 - $48.01 $7,452 - $8,113	-169 Reduced 1.64%	10,123 $450,000
Q2 2022 Aug 15, 2022	BUY	$45.73 - $49.5 $18,200 - $19,701	398 Added 4.02%	10,292 $482,000
Q1 2022 May 16, 2022	BUY	$49.13 - $52.58 $62,739 - $67,144	1,277 Added 14.82%	9,894 $491,000
Q4 2021 Feb 14, 2022	BUY	$52.59 - $53.43 $183,013 - $185,936	3,480 Added 67.74%	8,617 $456,000
Q3 2021 Nov 12, 2021	BUY	$53.21 - $53.97 $904 - $917	17 Added 0.33%	5,137 $273,000
Q2 2021 Aug 16, 2021	BUY	$52.74 - $53.49 $270,028 - $273,868	5,120 New	5,120 $274,000

Others Institutions Holding IUSB

# of Institutions

764

Shares Held

700M

Call Options Held

Put Options Held

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Pinnacle Family Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History