Pinnacle Private Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 20,568 shares of IJR stock, worth $2.18 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
20,568
Previous 21,488
4.28%
Holding current value
$2.18 Million
Previous $2.32 Million
17.99%
% of portfolio
0.74%
Previous 0.72%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,453Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.59 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.26 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.04 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.77 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.38 Billion0.79% of portfolio