Pinnacle Financial Group, LLC Ishares Core S&P 500 ETF Transaction History

Pinnacle Financial Group, LLC

$252 Million
Q3 2024

A detailed history of Pinnacle Financial Group, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 756 shares of IVV stock, worth $451,823. This represents 0.17% of its overall portfolio holdings.

Number of Shares

756

Previous 803 5.85%

Holding current value

$451,823

Previous $439,000 0.68%

% of portfolio

0.17%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $24,448 - $27,110	-47 Reduced 5.85%	756 $436,000
Q1 2024 May 15, 2024	SELL	$469.56 - $525.73 $84,990 - $95,157	-181 Reduced 18.39%	803 $422,000
Q3 2023 Nov 13, 2023	SELL	$427.76 - $460.18 $15,827 - $17,026	-37 Reduced 3.62%	984 $422,000
Q2 2023 Jul 18, 2023	SELL	$406.17 - $445.71 $80,827 - $88,696	-199 Reduced 16.31%	1,021 $455,000
Q1 2023 May 11, 2023	SELL	$381.13 - $418.66 $38,875 - $42,703	-102 Reduced 7.72%	1,220 $501,000
Q4 2022 Feb 09, 2023	BUY	$357.98 - $409.32 $78,397 - $89,641	219 Added 19.85%	1,322 $507,000
Q2 2022 Jul 19, 2022	SELL	$366.99 - $458.8 $17,982 - $22,481	-49 Reduced 4.25%	1,103 $418,000
Q1 2022 May 12, 2022	SELL	$418.06 - $479.84 $7,943 - $9,116	-19 Reduced 1.62%	1,152 $523,000
Q4 2021 Feb 11, 2022	BUY	$430.29 - $479.53 $503,869 - $561,529	1,171 New	1,171 $559,000

Others Institutions Holding IVV

# of Institutions

3,444

Shares Held

687M

Call Options Held

1.45M

Put Options Held

1.1M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Financial Group, LLC , based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Financial Group, LLC with notifications on news.

Account

Pinnacle Financial Group, LLC Ishares Core S&P 500 ETF Transaction History