Pinnacle Private Wealth, LLC Ishares Russell 1000 Val ETF Transaction History
Pinnacle Private Wealth, LLC
- $256 Million
- Q2 2022
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
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.84 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.35 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.03 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.86 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.71 Billion0.13% of portfolio