Pinnacle Family Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q1 2025

A detailed history of Pinnacle Family Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 37,230 shares of IVW stock, worth $4.27 Million. This represents 2.13% of its overall portfolio holdings.

Number of Shares

37,230

Previous 36,974 0.69%

Holding current value

$4.27 Million

Previous $3.75 Million 7.91%

% of portfolio

2.13%

Previous 2.05%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$92.45 - $106.69 $23,667 - $27,312	256 Added 0.69%	37,230 $3.46 Million
Q4 2024 Feb 14, 2025	SELL	$94.43 - $105.47 $226,348 - $252,811	-2,397 Reduced 6.09%	36,974 $3.75 Million
Q3 2024 Nov 14, 2024	BUY	$84.77 - $97.13 $2.94 Million - $3.37 Million	34,680 Added 739.29%	39,371 $3.77 Million
Q2 2024 Aug 14, 2024	BUY	$79.31 - $93.31 $372,043 - $437,717	4,691 New	4,691 $434,000
Q4 2023 Feb 14, 2024	BUY	$65.78 - $75.4 $576,824 - $661,182	8,769 Added 18.5%	56,158 $4.22 Million
Q3 2023 Nov 14, 2023	SELL	$68.05 - $72.66 $811,087 - $866,034	-11,919 Reduced 20.1%	47,389 $3.24 Million
Q2 2023 Aug 14, 2023	SELL	$63.21 - $70.48 $351,953 - $392,432	-5,568 Reduced 8.58%	59,308 $4.18 Million
Q1 2023 May 15, 2023	BUY	$57.25 - $63.89 $3.71 Million - $4.14 Million	64,876 New	64,876 $4.14 Million
Q2 2022 Aug 15, 2022	SELL	$58.13 - $77.8 $301,462 - $403,470	-5,186 Closed	0 $0
Q1 2022 May 16, 2022	SELL	$68.33 - $84.32 $9.71 Million - $12 Million	-142,161 Reduced 96.48%	5,186 $396,000
Q4 2021 Feb 14, 2022	SELL	$73.18 - $84.81 $2.17 Million - $2.52 Million	-29,695 Reduced 16.77%	147,347 $12.3 Million
Q3 2021 Nov 12, 2021	BUY	$72.99 - $79.0 $12.3 Million - $13.4 Million	169,073 Added 2121.63%	177,042 $13.1 Million
Q2 2021 Aug 16, 2021	SELL	$65.96 - $72.81 $9,234 - $10,193	-140 Reduced 1.73%	7,969 $580,000
Q1 2021 May 14, 2021	SELL	$61.43 - $67.25 $2.01 Million - $2.2 Million	-32,659 Reduced 80.11%	8,109 $528,000
Q4 2020 Feb 16, 2021	BUY	$56.17 - $63.82 $498,508 - $566,402	8,875 Added 27.83%	40,768 $2.6 Million
Q3 2020 Nov 16, 2020	BUY	$52.42 - $62.43 $469,263 - $558,873	8,952 Added 39.02%	31,893 $7.37 Million
Q2 2020 Aug 12, 2020	SELL	$39.5 - $52.48 $216,894 - $288,167	-5,491 Reduced 19.31%	22,941 $4.76 Million
Q1 2020 May 13, 2020	SELL	$36.14 - $52.65 $80,809 - $117,725	-2,236 Reduced 7.29%	28,432 $4.7 Million
Q4 2019 Feb 14, 2020	SELL	$43.72 - $48.62 $492,112 - $547,266	-11,256 Reduced 26.85%	30,668 $5.94 Million
Q3 2019 Nov 14, 2019	SELL	$43.49 - $46.27 $133,688 - $142,233	-3,074 Reduced 6.83%	41,924 $7.55 Million
Q2 2019 Aug 14, 2019	BUY	$41.95 - $45.26 $761,182 - $821,242	18,145 Added 67.57%	44,998 $8.07 Million
Q1 2019 May 15, 2019	SELL	$36.63 - $43.33 $2.38 Million - $2.82 Million	-65,067 Reduced 70.79%	26,853 $4.63 Million
Q4 2018 Feb 14, 2019	SELL	$35.15 - $44.43 $488,479 - $617,443	-13,897 Reduced 13.13%	91,920 $13.9 Million
Q3 2018 Nov 14, 2018	BUY	$40.58 - $44.29 $1.73 Million - $1.89 Million	42,614 Added 67.42%	105,817 $18.7 Million
Q2 2018 Aug 14, 2018	BUY	$37.83 - $42.01 $2.14 Million - $2.38 Million	56,575 Added 853.58%	63,203 $10.3 Million
Q1 2018 May 15, 2018	SELL	$37.4 - $41.49 $1.32 Million - $1.46 Million	-35,193 Reduced 84.15%	6,628 $1.03 Million
Q4 2017 Feb 13, 2018	SELL	$35.95 - $38.73 $2.14 Million - $2.31 Million	-59,614 Reduced 58.77%	41,821 $6.39 Million
Q3 2017 Nov 13, 2017	BUY	$35.46 - $35.85 $2.02 Million - $2.04 Million	56,918 Added 127.86%	101,435 $14.5 Million
Q2 2017 Sep 08, 2017	BUY	N/A	44,517	44,517 $6.09 Million

Others Institutions Holding IVW

# of Institutions

2,069

Shares Held

420M

Call Options Held

196K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Pinnacle Family Advisors, LLC Ishares S&P 500 Growth ETF Transaction History