A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 3,978 shares of IWD stock, worth $738,038. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,978
Previous 4,109 3.19%
Holding current value
$738,038
Previous $716,000 5.45%
% of portfolio
0.07%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$173.36 - $189.8 $22,710 - $24,863
-131 Reduced 3.19%
3,978 $755,000
Q2 2024

Jul 25, 2024

BUY
$169.4 - $179.05 $90,290 - $95,433
533 Added 14.9%
4,109 $716,000
Q4 2023

Feb 06, 2024

SELL
$143.69 - $165.7 $36,640 - $42,253
-255 Reduced 6.66%
3,576 $590,000
Q3 2023

Oct 25, 2023

SELL
$151.73 - $163.56 $75,865 - $81,780
-500 Reduced 11.54%
3,831 $581,000
Q2 2023

Aug 02, 2023

BUY
$148.55 - $157.83 $19,460 - $20,675
131 Added 3.12%
4,331 $683,000
Q3 2022

Nov 09, 2022

SELL
$135.99 - $161.15 $19,446 - $23,044
-143 Reduced 3.29%
4,200 $571,000
Q2 2022

Aug 01, 2022

SELL
$140.99 - $168.41 $17,059 - $20,377
-121 Reduced 2.71%
4,343 $630,000
Q1 2022

May 05, 2022

SELL
$157.15 - $170.51 $45,259 - $49,106
-288 Reduced 6.06%
4,464 $741,000
Q1 2021

May 13, 2021

BUY
$134.89 - $153.0 $77,561 - $87,975
575 Added 13.77%
4,752 $720,000
Q4 2020

Feb 03, 2021

BUY
$115.84 - $136.73 $75,296 - $88,874
650 Added 18.43%
4,177 $571,000
Q3 2020

Oct 29, 2020

SELL
$111.27 - $124.26 $38,388 - $42,869
-345 Reduced 8.91%
3,527 $417,000
Q2 2020

Aug 11, 2020

BUY
$94.52 - $125.14 $365,981 - $484,542
3,872 New
3,872 $436,000

Others Institutions Holding IWD

About ISHARES RUSSELL 1000 VAL ETF


  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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