Pinnacle Wealth Management Advisory Group, LLC Ishares Russell 1000 Val ETF Transaction History
Pinnacle Wealth Management Advisory Group, LLC
- $925 Million
- Q1 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 3,576 shares of IWD stock, worth $622,367. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,576
Previous 3,576
-0.0%
Holding current value
$622,367
Previous $590,000
8.47%
% of portfolio
0.07%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding IWD
# of Institutions
1,633Shares Held
251MCall Options Held
509KPut Options Held
50K-
Bank Of America Corp Charlotte, NC49.8MShares$8.67 Billion0.84% of portfolio
-
Morgan Stanley New York, NY27.9MShares$4.85 Billion0.41% of portfolio
-
Goldman Sachs Group Inc New York, NY15.5MShares$2.71 Billion0.5% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.81MShares$1.71 Billion3.96% of portfolio
-
Jpmorgan Chase & CO New York, NY9.73MShares$1.69 Billion0.16% of portfolio