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 2,059 shares of IWP stock, worth $276,647. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,059
Previous 2,059 -0.0%
Holding current value
$276,647
Previous $227,000 6.17%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP GROWTH


  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
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