Pinnacle Wealth Management Advisory Group, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.05 Billion
Q4 2024

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 6,443 shares of ESML stock, worth $279,175. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,443

Previous 6,322 1.91%

Holding current value

$279,175

Previous $264,000 2.27%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$41.09 - $45.94 $4,971 - $5,558	121 Added 1.91%	6,443 $270,000
Q2 2024 Jul 25, 2024	BUY	$36.99 - $39.96 $3,699 - $3,996	100 Added 1.61%	6,322 $243,000
Q4 2023 Feb 06, 2024	BUY	$30.96 - $38.59 $4,241 - $5,286	137 Added 2.25%	6,222 $236,000
Q4 2022 Feb 06, 2023	BUY	$31.03 - $35.26 $188,817 - $214,557	6,085 New	6,085 $200,000
Q1 2022 May 05, 2022	BUY	$35.57 - $40.83 $118,092 - $135,555	3,320 Added 60.2%	8,835 $336,000
Q4 2021 Jan 20, 2022	BUY	$38.24 - $42.82 $210,893 - $236,152	5,515 New	5,515 $222,000

Others Institutions Holding ESML

# of Institutions

439

Shares Held

34.8M

Call Options Held

Put Options Held

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About ISHARES ESG AWARE MSCI USA SMA

Ticker ESML
Sector ETFs
Industry ETFs

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Pinnacle Wealth Management Advisory Group, LLC Ishares Esg Aware Msci Usa Sma Transaction History