Pinnacle Family Advisors, LLC Ishares Russell 2000 ETF Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$212.12 - $242.56 $245,847 - $281,127	-1,159 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$211.73 - $231.39 $8.59 Million - $9.39 Million	-40,593 Reduced 97.22%	1,159 $254,000
Q2 2021 Aug 16, 2021	BUY	$211.85 - $232.89 $1.49 Million - $1.64 Million	7,021 Added 20.22%	41,752 $9.58 Million
Q1 2021 May 14, 2021	BUY	$193.5 - $234.42 $6.31 Million - $7.64 Million	32,590 Added 1522.19%	34,731 $7.67 Million
Q4 2020 Feb 16, 2021	BUY	$152.18 - $199.14 $325,817 - $426,358	2,141 New	2,141 $420,000
Q1 2019 May 15, 2019	SELL	$132.25 - $158.24 $9.4 Million - $11.2 Million	-71,084 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$125.88 - $166.33 $8.95 Million - $11.8 Million	71,084 New	71,084 $9.52 Million
Q1 2018 May 15, 2018	SELL	$145.44 - $159.96 $6.51 Million - $7.16 Million	-44,765 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$145.63 - $154.3 $6.52 Million - $6.91 Million	44,765 New	44,765 $6.83 Million
Q2 2017 Sep 08, 2017	SELL	N/A	-61,140 Closed	0 $0
Q1 2017 Sep 08, 2017	BUY	N/A	12,395 Added 25.43%	61,140 $8.41 Million
Q4 2016 Aug 30, 2017	BUY	N/A	48,745	48,745 $6.57 Million

Others Institutions Holding IWM

# of Institutions

2,547

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

Bank Of America Corp Charlotte, NC

34M
Shares

$7.66 Billion
0.62% of portfolio
Goldman Sachs Group Inc New York, NY

22.4M
Shares

$5.05 Billion
0.78% of portfolio
Wells Fargo & Company San Francisco, CA

20.7M
Shares

$4.67 Billion
1.03% of portfolio
Morgan Stanley New York, NY

18.3M
Shares

$4.12 Billion
0.29% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

10.6M
Shares

$2.4 Billion
6.35% of portfolio

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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