Pinnacle Wealth Management Advisory Group, LLC Ishares Tr Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	SELL	$23.22 - $27.99 $61,533 - $74,173	-2,650 Reduced 23.02%	8,860 $208,000
Q3 2021 Oct 29, 2021	SELL	$29.02 - $30.98 $5,223 - $5,576	-180 Reduced 1.54%	11,510 $334,000
Q2 2021 Aug 10, 2021	SELL	$29.11 - $31.55 $71,465 - $77,455	-2,455 Reduced 17.36%	11,690 $351,000
Q3 2020 Oct 29, 2020	SELL	$22.99 - $25.05 $20,461 - $22,294	-890 Reduced 5.92%	14,145 $344,000
Q2 2020 Aug 11, 2020	SELL	$19.4 - $24.22 $276,644 - $345,377	-14,260 Reduced 48.68%	15,035 $345,000
Q1 2020 May 08, 2020	BUY	$17.43 - $27.44 $295,177 - $464,696	16,935 Added 137.01%	29,295 $594,000
Q4 2019 Feb 05, 2020	BUY	$24.8 - $27.18 $306,528 - $335,944	12,360 New	12,360 $334,000

Others Institutions Holding INTF

# of Institutions

147

Shares Held

39.8M

Call Options Held

Put Options Held

Strategic Financial Services, Inc, Utica, NY

7.88M
Shares

$231 Million
14.75% of portfolio
Halbert Hargrove Global Advisors, LLC

2.86M
Shares

$83.8 Million
4.97% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.5M
Shares

$73.2 Million
14.96% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$71.5 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.79M
Shares

$52.5 Million
5.78% of portfolio

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