A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 2,381 shares of IWD stock, worth $474,580. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,381
Previous 2,291 3.93%
Holding current value
$474,580
Previous $380,000 9.21%
% of portfolio
0.14%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 15, 2022

BUY
$140.99 - $168.41 $12,689 - $15,156
90 Added 3.93%
2,381 $345,000
Q1 2022

Apr 29, 2022

BUY
$157.15 - $170.51 $65,217 - $70,761
415 Added 22.12%
2,291 $380,000
Q4 2021

Feb 07, 2022

BUY
$157.12 - $168.08 $294,757 - $315,318
1,876 New
1,876 $315,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Pinnacle Private Wealth, LLC Portfolio

Follow Pinnacle Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Private Wealth, LLC with notifications on news.