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

Pinnacle Wealth Management Advisory Group, LLC

  • $1.3 Billion
  • Q3 2025

A detailed history of Pinnacle Wealth Management Advisory Group, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 15,798 shares of IWR stock, worth $1.5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
15,798
Previous 15,798 -0.0%
Holding current value
$1.5 Million
Previous $1.45 Million 5.03%
% of portfolio
0.12%
Previous 0.12%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$87.25 - $95.52 $348,040 - $381,029
3,989 Added 33.78%
15,798 $1.4 Million
Q4 2023

Feb 06, 2024
BUY
$64.84 - $78.27 $170,853 - $206,241
2,635 Added 28.72%
11,809 $917,000
Q4 2022

Feb 06, 2023
SELL
$62.09 - $71.89 $367,572 - $425,588
-5,920 Reduced 39.22%
9,174 $618,000
Q3 2022

Nov 09, 2022
BUY
$62.15 - $74.82 $356,741 - $429,466
5,740 Added 61.36%
15,094 $938,000
Q2 2022

Aug 01, 2022
SELL
$62.75 - $78.76 $856,851 - $1.08 Million
-13,655 Reduced 59.35%
9,354 $605,000
Q1 2022

May 05, 2022
BUY
$72.29 - $82.89 $975,915 - $1.12 Million
13,500 Added 141.97%
23,009 $1.8 Million
Q4 2021

Jan 20, 2022
BUY
$78.41 - $85.28 $480,182 - $522,254
6,124 Added 180.92%
9,509 $789,000
Q3 2021

Oct 29, 2021
BUY
$76.44 - $82.59 $258,749 - $279,567
3,385 New
3,385 $265,000

Others Institutions Holding IWR

# of Institutions
1,603
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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