Pinnacle Wealth Management Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $1.04 Billion
- Q3 2024
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 $786,490. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,978
Previous 4,109
3.19%
Holding current value
$786,490
Previous $716,000
5.45%
% of portfolio
0.07%
Previous 0.07%
Shares
12 transactions
Others Institutions Holding IWD
# of Institutions
1,715Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.76 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$6.3 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$3.01 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.85 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.7 Billion0.13% of portfolio