Pinnacle Wealth Management Advisory Group, LLC Ishares Barclays 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 Barclays stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 67,460 shares of IEF stock, worth $6.28 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

67,460

Previous 66,767 1.04%

Holding current value

$6.28 Million

Previous $6.55 Million 4.81%

% of portfolio

0.59%

Previous 0.63%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$92.08 - $98.18 $63,811 - $68,038	693 Added 1.04%	67,460 $6.24 Million
Q3 2024 Oct 16, 2024	BUY	$92.67 - $99.14 $415,254 - $444,246	4,481 Added 7.19%	66,767 $6.55 Million
Q2 2024 Jul 25, 2024	BUY	$91.24 - $94.6 $108,849 - $112,857	1,193 Added 1.95%	62,286 $5.83 Million
Q1 2024 Apr 30, 2024	BUY	$93.54 - $96.82 $562,830 - $582,565	6,017 Added 10.92%	61,093 $5.78 Million
Q4 2023 Feb 06, 2024	BUY	$88.95 - $97.0 $1.24 Million - $1.35 Million	13,891 Added 33.73%	55,076 $5.31 Million
Q3 2023 Oct 25, 2023	BUY	$91.32 - $97.13 $713,848 - $759,265	7,817 Added 23.43%	41,185 $3.77 Million
Q2 2023 Aug 02, 2023	BUY	$96.39 - $100.48 $895,655 - $933,660	9,292 Added 38.59%	33,368 $3.22 Million
Q1 2023 May 04, 2023	BUY	$94.41 - $100.02 $2.07 Million - $2.19 Million	21,893 Added 1002.89%	24,076 $2.39 Million
Q4 2022 Feb 06, 2023	BUY	$92.93 - $99.14 $202,866 - $216,422	2,183 New	2,183 $209,000
Q2 2022 Aug 01, 2022	SELL	$98.15 - $106.65 $1,963 - $2,133	-20 Reduced 0.48%	4,121 $422,000
Q1 2022 May 05, 2022	SELL	$106.08 - $113.93 $1,379 - $1,481	-13 Reduced 0.31%	4,141 $445,000
Q3 2021 Oct 29, 2021	BUY	$114.96 - $118.18 $235,438 - $242,032	2,048 Added 97.25%	4,154 $479,000
Q2 2021 Aug 10, 2021	BUY	$113.04 - $115.78 $22,042 - $22,577	195 Added 10.2%	2,106 $243,000
Q1 2021 May 13, 2021	BUY	$112.93 - $119.98 $215,809 - $229,281	1,911 New	1,911 $216,000

Others Institutions Holding IEF

# of Institutions

1,069

Shares Held

310M

Call Options Held

13.2M

Put Options Held

13.9M

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About ISHARES BARCLAYS

Ticker IEF
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Pinnacle Wealth Management Advisory Group, LLC Ishares Barclays Transaction History