Pinnacle Financial Group, LLC Ishares Tr Transaction History

Pinnacle Financial Group, LLC

$270 Million
Q1 2025

A detailed history of Pinnacle Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 64,340 shares of DVY stock, worth $8.26 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

64,340

Previous 62,299 3.28%

Holding current value

$8.26 Million

Previous $8.18 Million 5.64%

% of portfolio

3.2%

Previous 3.25%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$128.58 - $138.1 $262,431 - $281,862	2,041 Added 3.28%	64,340 $8.64 Million
Q4 2024 Feb 14, 2025	BUY	$129.55 - $143.41 $296,410 - $328,122	2,288 Added 3.81%	62,299 $8.18 Million
Q3 2024 Nov 12, 2024	BUY	$119.99 - $135.74 $221,261 - $250,304	1,844 Added 3.17%	60,011 $8.11 Million
Q2 2024 Aug 08, 2024	BUY	$115.73 - $125.75 $159,823 - $173,660	1,381 Added 2.43%	58,167 $7.04 Million
Q1 2024 May 15, 2024	BUY	$113.31 - $123.18 $372,223 - $404,646	3,285 Added 6.14%	56,786 $6.99 Million
Q4 2023 Feb 13, 2024	SELL	$102.97 - $119.06 $105,750 - $122,274	-1,027 Reduced 1.88%	53,501 $6.27 Million
Q3 2023 Nov 13, 2023	BUY	$107.44 - $118.16 $19,231 - $21,150	179 Added 0.33%	54,528 $5.87 Million
Q2 2023 Jul 18, 2023	SELL	$108.5 - $119.27 $23,978 - $26,358	-221 Reduced 0.4%	54,349 $6.16 Million
Q1 2023 May 11, 2023	BUY	$110.68 - $126.38 $254,231 - $290,294	2,297 Added 4.39%	54,570 $6.39 Million
Q4 2022 Feb 09, 2023	BUY	$107.39 - $125.5 $84,945 - $99,270	791 Added 1.54%	52,273 $6.3 Million
Q3 2022 Oct 27, 2022	BUY	$107.22 - $127.71 $120,408 - $143,418	1,123 Added 2.23%	51,482 $5.52 Million
Q2 2022 Jul 19, 2022	BUY	$113.21 - $132.14 $75,850 - $88,533	670 Added 1.35%	50,359 $5.93 Million
Q1 2022 May 12, 2022	SELL	$119.99 - $129.75 $80,153 - $86,673	-668 Reduced 1.33%	49,689 $6.37 Million
Q4 2021 Feb 11, 2022	BUY	$114.37 - $122.59 $5.76 Million - $6.17 Million	50,357 New	50,357 $6.17 Million

Others Institutions Holding DVY

# of Institutions

1,453

Shares Held

69.7M

Call Options Held

1.1M

Put Options Held

62.9K

View Full List

About ISHARES TR

Ticker DVY
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Pinnacle Financial Group, LLC Ishares Tr Transaction History