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

Pinnacle Financial Group, LLC

$291 Million
Q2 2025

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 684 shares of IVV stock, worth $437,931. This represents 0.15% of its overall portfolio holdings.

Number of Shares

684

Previous 895 23.58%

Holding current value

$437,931

Previous $502,000 15.54%

% of portfolio

0.15%

Previous 0.19%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$498.8 - $620.9 $105,246 - $131,009	-211 Reduced 23.58%	684 $424,000
Q1 2025 May 15, 2025	SELL	$554.06 - $615.85 $38,784 - $43,109	-70 Reduced 7.25%	895 $502,000
Q4 2024 Feb 14, 2025	BUY	$570.51 - $610.59 $119,236 - $127,613	209 Added 27.65%	965 $568,000
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

4,001

Shares Held

792M

Call Options Held

5.37M

Put Options Held

2.01M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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