Pinnacle Family Advisors, LLC Ishares Tr Tips Bd ETF Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$103.4 - $107.7 $86,959 - $90,575	841 Added 9.68%	9,526 $988,000
Q2 2023 Aug 14, 2023	BUY	$107.1 - $111.15 $2,677 - $2,778	25 Added 0.29%	8,685 $934,000
Q1 2023 May 15, 2023	BUY	$106.24 - $110.25 $920,038 - $954,765	8,660 New	8,660 $954,000
Q2 2022 Aug 15, 2022	SELL	$113.44 - $123.09 $728,965 - $790,976	-6,426 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$122.95 - $129.16 $409,300 - $429,973	3,329 Added 107.49%	6,426 $801,000
Q4 2021 Feb 14, 2022	SELL	$127.7 - $130.86 $7,917 - $8,113	-62 Reduced 1.96%	3,097 $400,000
Q3 2021 Nov 12, 2021	BUY	$127.3 - $130.61 $21,768 - $22,334	171 Added 5.72%	3,159 $403,000
Q2 2021 Aug 16, 2021	BUY	$125.2 - $128.01 $33,178 - $33,922	265 Added 9.73%	2,988 $382,000
Q1 2021 May 14, 2021	SELL	$124.29 - $128.12 $551,226 - $568,212	-4,435 Reduced 61.96%	2,723 $342,000
Q4 2020 Feb 16, 2021	BUY	$124.65 - $127.65 $561,423 - $574,935	4,504 Added 169.71%	7,158 $914,000
Q2 2020 Aug 12, 2020	BUY	$118.46 - $123.2 $947 - $985	8 Added 0.3%	2,654 $326,000
Q1 2020 May 13, 2020	BUY	$108.81 - $122.54 $30,357 - $34,188	279 Added 11.79%	2,646 $313,000
Q4 2019 Feb 14, 2020	BUY	$115.27 - $117.05 $806 - $819	7 Added 0.3%	2,367 $276,000
Q3 2019 Nov 14, 2019	BUY	$114.63 - $118.1 $10,545 - $10,865	92 Added 4.06%	2,360 $274,000
Q2 2019 Aug 14, 2019	BUY	$112.34 - $115.84 $2,022 - $2,085	18 Added 0.8%	2,268 $262,000
Q1 2019 May 15, 2019	BUY	$109.53 - $113.07 $246,442 - $254,407	2,250 New	2,250 $254,000
Q3 2018 Nov 14, 2018	SELL	$110.43 - $113.01 $389,928 - $399,038	-3,531 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$111.06 - $113.18 $11,328 - $11,544	102 Added 2.97%	3,531 $399,000
Q1 2018 May 15, 2018	SELL	$111.39 - $113.94 $2,450 - $2,506	-22 Reduced 0.64%	3,429 $388,000
Q4 2017 Feb 13, 2018	BUY	$112.97 - $114.3 $60,213 - $60,921	533 Added 18.27%	3,451 $394,000
Q3 2017 Nov 13, 2017	SELL	$113.58 - $115.22 $681 - $691	-6 Reduced 0.21%	2,918 $331,000
Q2 2017 Sep 08, 2017	BUY	N/A	103 Added 3.65%	2,924 $332,000
Q1 2017 Sep 08, 2017	BUY	N/A	2,821	2,821 $323,000

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# of Institutions

1,091

Shares Held

107M

Call Options Held

312K

Put Options Held

185K

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