Pinnacle Family Advisors, LLC Ishares Tr Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$109.29 - $133.88 $778,472 - $953,627	7,123 Added 103.19%	14,026 $1.75 Million
Q3 2022 Nov 14, 2022	SELL	$106.58 - $130.61 $665,272 - $815,267	-6,242 Reduced 47.49%	6,903 $747,000
Q2 2022 Aug 15, 2022	SELL	$117.72 - $154.02 $965,304 - $1.26 Million	-8,200 Reduced 38.42%	13,145 $1.55 Million
Q1 2022 May 16, 2022	BUY	$128.72 - $151.73 $2.75 Million - $3.24 Million	21,345 New	21,345 $3.19 Million
Q3 2021 Nov 12, 2021	SELL	$122.85 - $135.99 $5.16 Million - $5.71 Million	-42,025 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$126.01 - $141.25 $5.3 Million - $5.94 Million	42,025 New	42,025 $5.48 Million
Q1 2021 May 14, 2021	SELL	$111.16 - $126.89 $1.43 Million - $1.63 Million	-12,838 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$95.24 - $113.41 $1.59 Million - $1.89 Million	-16,702 Reduced 56.54%	12,838 $1.46 Million
Q3 2020 Nov 16, 2020	BUY	$89.06 - $104.94 $2.63 Million - $3.1 Million	29,540 New	29,540 $2.92 Million
Q2 2018 Aug 14, 2018	SELL	$94.0 - $104.36 $6.77 Million - $7.52 Million	-72,070 Closed	0 $0
Q1 2018 May 15, 2018	SELL	$94.17 - $108.05 $4 Million - $4.59 Million	-42,480 Reduced 37.08%	72,070 $6.92 Million
Q4 2017 Feb 13, 2018	BUY	$96.74 - $102.54 $9.61 Million - $10.2 Million	99,375 Added 654.86%	114,550 $11.7 Million
Q3 2017 Nov 13, 2017	SELL	$95.26 - $95.84 $5.57 Million - $5.61 Million	-58,515 Reduced 79.41%	15,175 $1.45 Million
Q2 2017 Sep 08, 2017	BUY	N/A	64,045 Added 664.02%	73,690 $6.58 Million
Q1 2017 Sep 08, 2017	SELL	N/A	-38,470 Reduced 79.95%	9,645 $860,000
Q4 2016 Aug 30, 2017	BUY	N/A	48,115	48,115 $4 Million

Others Institutions Holding IYM

# of Institutions

217

Shares Held

2.91M

Call Options Held

5.2K

Put Options Held

0

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

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