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

Pinnacle Financial Group, LLC

$291 Million
Q2 2025

A detailed history of Pinnacle Financial Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Pinnacle Financial Group, LLC holds 20,207 shares of IVW stock, worth $2.42 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

20,207

Previous 20,487 1.37%

Holding current value

$2.42 Million

Previous $1.9 Million 16.99%

% of portfolio

0.76%

Previous 0.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$82.96 - $110.1 $23,228 - $30,828	-280 Reduced 1.37%	20,207 $2.22 Million
Q1 2025 May 15, 2025	SELL	$92.45 - $106.69 $85,701 - $98,901	-927 Reduced 4.33%	20,487 $1.9 Million
Q4 2024 Feb 14, 2025	BUY	$94.43 - $105.47 $15,108 - $16,875	160 Added 0.75%	21,414 $2.17 Million
Q3 2024 Nov 12, 2024	BUY	$84.77 - $97.13 $19,242 - $22,048	227 Added 1.08%	21,254 $2.04 Million
Q1 2024 May 15, 2024	SELL	$72.87 - $85.14 $16,978 - $19,837	-233 Reduced 1.1%	21,027 $1.78 Million
Q1 2022 May 12, 2022	SELL	$68.33 - $84.32 $163,992 - $202,367	-2,400 Reduced 10.14%	21,260 $1.62 Million
Q4 2021 Feb 11, 2022	BUY	$73.18 - $84.81 $1.73 Million - $2.01 Million	23,660 New	23,660 $1.98 Million

Others Institutions Holding IVW

# of Institutions

2,100

Shares Held

423M

Call Options Held

246K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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 S&P 500 Growth ETF Transaction History