A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 1,631 shares of IWF stock, worth $605,052. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,631
Previous 1,621 0.62%
Holding current value
$605,052
Previous $491,000 11.81%
% of portfolio
0.06%
Previous 0.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024

BUY
$294.43 - $339.01 $2,944 - $3,390
10 Added 0.62%
1,631 $549,000
Q4 2023

Feb 06, 2024

SELL
$256.94 - $304.21 $84,019 - $99,476
-327 Reduced 16.79%
1,621 $491,000
Q3 2023

Oct 25, 2023

SELL
$263.8 - $285.38 $64,367 - $69,632
-244 Reduced 11.13%
1,948 $518,000
Q2 2023

Aug 02, 2023

BUY
$239.31 - $275.18 $78,972 - $90,809
330 Added 17.72%
2,192 $603,000
Q1 2023

May 04, 2023

BUY
$209.92 - $244.33 $209 - $244
1 Added 0.05%
1,862 $454,000
Q4 2022

Feb 06, 2023

BUY
$210.27 - $232.89 $420 - $465
2 Added 0.11%
1,861 $398,000
Q3 2022

Nov 09, 2022

BUY
N/A
305 Added 19.63%
1,859 $391,000
Q2 2022

Aug 01, 2022

SELL
N/A
-235 Reduced 13.14%
1,554 $340,000
Q4 2021

Jan 20, 2022

SELL
N/A
-168 Reduced 8.58%
1,789 $547,000
Q2 2021

Aug 10, 2021

BUY
N/A
235 Added 13.65%
1,957 $531,000
Q4 2020

Feb 03, 2021

SELL
N/A
-108 Reduced 5.9%
1,722 $415,000
Q3 2020

Oct 29, 2020

SELL
N/A
-858 Reduced 31.92%
1,830 $397,000
Q2 2020

Aug 11, 2020

BUY
N/A
2,688 New
2,688 $516,000
Q4 2018

Feb 05, 2019

SELL
N/A
-2,605 Closed
0 $0
Q3 2018

Nov 09, 2018

SELL
N/A
-330 Reduced 11.24%
2,605 $406,000
Q4 2017

Feb 12, 2018

SELL
N/A
-100 Reduced 3.29%
2,935 $395,000
Q2 2017

Aug 07, 2017

BUY
N/A
3,035
3,035 $361,000

Others Institutions Holding IWF

About ISHARES RUSSELL 1000 GR ETF


  • Ticker IWF
  • Sector ETFs
  • Industry ETFs
More about IWF
Track This Portfolio

Track Pinnacle Wealth Management Advisory Group, LLC Portfolio

Follow Pinnacle Wealth Management Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Management Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Management Advisory Group, LLC with notifications on news.