Pinnacle Wealth Management Advisory Group, LLC Ishares Russell Mid Cap Growth Transaction History

Pinnacle Wealth Management Advisory Group, LLC

  • $1.05 Billion
  • Q1 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 2,124 shares of IWP stock, worth $281,111. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,124
Previous 1,929 10.11%
Holding current value
$281,111
Previous $244,000 2.05%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
BUY
$114.9 - $139.6 $22,405 - $27,222
195 Added 10.11%
2,124 $249,000
Q4 2024

Jan 30, 2025
SELL
$116.4 - $138.52 $15,132 - $18,007
-130 Reduced 6.31%
1,929 $244,000
Q2 2024

Jul 25, 2024
BUY
$105.7 - $113.43 $217,636 - $233,552
2,059 New
2,059 $227,000
Q3 2023

Oct 25, 2023
SELL
$89.97 - $100.32 $60,729 - $67,716
-675 Reduced 23.08%
2,250 $205,000
Q1 2023

May 04, 2023
SELL
$82.89 - $94.68 $19,727 - $22,533
-238 Reduced 7.52%
2,925 $266,000
Q4 2022

Feb 06, 2023
BUY
$77.4 - $89.88 $232 - $269
3 Added 0.09%
3,163 $264,000
Q3 2022

Nov 09, 2022
BUY
$78.02 - $94.38 $246,543 - $298,240
3,160 New
3,160 $248,000
Q2 2022

Aug 01, 2022
SELL
$75.41 - $102.47 $226,531 - $307,819
-3,004 Closed
0 $0
Q4 2021

Jan 20, 2022
BUY
$109.8 - $123.28 $39,088 - $43,887
356 Added 13.44%
3,004 $346,000
Q4 2020

Feb 03, 2021
BUY
$86.54 - $104.78 $114,578 - $138,728
1,324 Added 100.0%
2,648 $272,000
Q3 2020

Oct 29, 2020
BUY
$79.56 - $90.13 $2,148 - $2,433
27 Added 2.08%
1,324 $229,000
Q2 2020

Aug 11, 2020
BUY
$57.59 - $81.27 $74,694 - $105,407
1,297 New
1,297 $205,000

Others Institutions Holding IWP

# of Institutions
1,212
Shares Held
119M
Call Options Held
132K
Put Options Held
92.9K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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