Pinnacle Private Wealth, LLC Ishares Tr Transaction History

Pinnacle Private Wealth, LLC

  • $256 Million
  • Q2 2022

A detailed history of Pinnacle Private Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pinnacle Private Wealth, LLC holds 7,150 shares of IYJ stock, worth $1.02 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,150
Previous 7,920 9.72%
Holding current value
$1.02 Million
Previous $835,000 24.55%
% of portfolio
0.25%
Previous 0.26%

Shares

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

Jul 15, 2022
SELL
$86.15 - $105.81 $66,335 - $81,473
-770 Reduced 9.72%
7,150 $630,000
Q1 2022

Apr 29, 2022
BUY
$97.52 - $114.07 $55,001 - $64,335
564 Added 7.67%
7,920 $835,000
Q4 2021

Feb 07, 2022
BUY
$104.49 - $114.29 $768,628 - $840,717
7,356 New
7,356 $829,000

Others Institutions Holding IYJ

# of Institutions
354
Shares Held
7.09M
Call Options Held
10.2K
Put Options Held
15K
View Full List

About ISHARES TR

IYJ Quotes by TradingView
  • Ticker IYJ
  • Sector ETFs
  • Industry ETFs
More about IYJ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email