A detailed history of Pinnacle Financial Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 3,259 shares of IVE stock, worth $653,755. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,259
Previous 3,259 -0.0%
Holding current value
$653,755
Previous $608,000 2.47%
% of portfolio
0.26%
Previous 0.27%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$171.09 - $186.81 $10,094 - $11,021
59 Added 1.84%
3,259 $608,000
Q3 2023

Nov 13, 2023

SELL
$153.33 - $166.75 $8,586 - $9,338
-56 Reduced 1.72%
3,200 $492,000
Q1 2023

May 11, 2023

SELL
$144.21 - $159.47 $16,007 - $17,701
-111 Reduced 3.3%
3,256 $494,000
Q4 2022

Feb 09, 2023

BUY
$129.68 - $151.79 $7,391 - $8,652
57 Added 1.72%
3,367 $488,000
Q3 2022

Oct 27, 2022

BUY
$128.52 - $150.96 $128 - $150
1 Added 0.03%
3,310 $425,000
Q1 2022

May 12, 2022

SELL
$147.46 - $159.06 $58,836 - $63,464
-399 Reduced 10.76%
3,309 $515,000
Q4 2021

Feb 11, 2022

BUY
$145.8 - $156.8 $540,626 - $581,414
3,708 New
3,708 $581,000

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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