Pinnacle Family Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 2,290 shares of IUSV stock, worth $217,893. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,290

Previous 2,289 0.04%

Holding current value

$217,893

Previous $207,000 2.9%

% of portfolio

0.12%

Previous 0.12%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$85.39 - $90.42 $85 - $90	1 Added 0.04%	2,290 $201,000
Q1 2024 May 15, 2024	BUY	$82.87 - $90.44 $189,689 - $207,017	2,289 New	2,289 $207,000
Q2 2023 Aug 14, 2023	BUY	$72.65 - $78.26 $190,706 - $205,432	2,625 New	2,625 $205,000
Q2 2022 Aug 15, 2022	SELL	$64.88 - $77.18 $197,494 - $234,935	-3,044 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$71.81 - $77.49 $14,433 - $15,575	201 Added 7.07%	3,044 $231,000
Q4 2021 Feb 14, 2022	SELL	$71.13 - $76.45 $39,690 - $42,659	-558 Reduced 16.41%	2,843 $217,000
Q3 2021 Nov 12, 2021	BUY	$69.93 - $74.13 $69 - $74	1 Added 0.03%	3,401 $241,000
Q2 2021 Aug 16, 2021	BUY	$69.41 - $73.87 $69 - $73	1 Added 0.03%	3,400 $245,000
Q1 2021 May 14, 2021	SELL	$61.28 - $69.6 $22,551 - $25,612	-368 Reduced 9.77%	3,399 $234,000
Q4 2020 Feb 16, 2021	BUY	$53.17 - $62.19 $53 - $62	1 Added 0.03%	3,767 $234,000
Q3 2020 Nov 16, 2020	SELL	$51.46 - $57.08 $17,650 - $19,578	-343 Reduced 8.35%	3,766 $204,000
Q2 2020 Aug 12, 2020	BUY	$44.04 - $57.88 $180,960 - $237,828	4,109 New	4,109 $215,000
Q1 2020 May 13, 2020	SELL	$39.87 - $63.83 $158,802 - $254,234	-3,983 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$55.95 - $63.08 $55 - $63	1 Added 0.03%	3,983 $251,000
Q3 2019 Nov 14, 2019	BUY	$54.3 - $58.65 $108 - $117	2 Added 0.05%	3,982 $230,000
Q2 2019 Aug 14, 2019	BUY	$52.68 - $57.18 $105 - $114	2 Added 0.05%	3,980 $225,000
Q1 2019 May 15, 2019	SELL	$48.21 - $55.66 $688,149 - $794,490	-14,274 Reduced 78.21%	3,978 $218,000
Q4 2018 Feb 14, 2019	BUY	$46.36 - $56.72 $33,471 - $40,951	722 Added 4.12%	18,252 $896,000
Q3 2018 Nov 14, 2018	BUY	$53.63 - $57.68 $13,192 - $14,189	246 Added 1.42%	17,530 $988,000
Q2 2018 Aug 14, 2018	SELL	$51.95 - $55.12 $8,675 - $9,205	-167 Reduced 0.96%	17,284 $928,000
Q1 2018 May 15, 2018	BUY	$51.81 - $58.63 $5,129 - $5,804	99 Added 0.57%	17,451 $927,000
Q4 2017 Feb 13, 2018	BUY	$52.55 - $55.6 $27,010 - $28,578	514 Added 3.05%	17,352 $961,000
Q3 2017 Nov 13, 2017	BUY	$52.0 - $52.35 $602,056 - $606,108	11,578 Added 220.11%	16,838 $881,000
Q2 2017 Sep 08, 2017	BUY	N/A	110 Added 2.14%	5,260 $268,000
Q1 2017 Sep 08, 2017	BUY	N/A	5,150	5,150 $260,000

Others Institutions Holding IUSV

# of Institutions

687

Shares Held

157M

Call Options Held

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Pinnacle Family Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History