Pinnacle Wealth Management Advisory Group, LLC Ishares Russell2000 Val ETF Transaction History

Pinnacle Wealth Management Advisory Group, LLC

$1.04 Billion
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 01, 2022	BUY	$134.47 - $162.71 $671,812 - $812,899	4,996 New	4,996 $680,000
Q2 2021 Aug 10, 2021	SELL	$156.91 - $173.97 $200,217 - $221,985	-1,276 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$130.0 - $169.53 $780,000 - $1.02 Million	-6,000 Reduced 82.46%	1,276 $203,000
Q4 2020 Feb 03, 2021	SELL	$100.9 - $132.3 $5,045 - $6,615	-50 Reduced 0.68%	7,276 $959,000
Q2 2020 Aug 11, 2020	BUY	$74.44 - $109.12 $322,027 - $472,053	4,326 Added 144.2%	7,326 $714,000
Q1 2020 May 08, 2020	BUY	$71.79 - $129.5 $215,370 - $388,500	3,000 New	3,000 $246,000

Others Institutions Holding IWN

# of Institutions

1,051

Shares Held

58.8M

Call Options Held

987K

Put Options Held

207K

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