Pinnacle Wealth Management Advisory Group, LLC Ishares S&P 500 Value ETF Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q1 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 2,690 shares of IVE stock, worth $512,714. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,690
Previous 3,790 29.02%
Holding current value
$512,714
Previous $723,000 29.18%
% of portfolio
0.05%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$185.78 - $198.58 $204,358 - $218,438
-1,100 Reduced 29.02%
2,690 $512,000
Q4 2024

Jan 30, 2025
BUY
$189.5 - $206.17 $402,687 - $438,111
2,125 Added 127.63%
3,790 $723,000
Q3 2023

Oct 25, 2023
SELL
$153.33 - $166.75 $7,666 - $8,337
-50 Reduced 2.92%
1,665 $256,000
Q1 2023

May 04, 2023
BUY
$144.21 - $159.47 $247,320 - $273,491
1,715 New
1,715 $260,000

Others Institutions Holding IVE

# of Institutions
1,696
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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