Pinnacle Wealth Management Advisory Group, LLC Ishares Russell Midcap Value E 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 Midcap Value E stock. As of the latest transaction made, Pinnacle Wealth Management Advisory Group, LLC holds 1,661 shares of IWS stock, worth $228,105. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,661
Previous 1,661 -0.0%
Holding current value
$228,105
Previous $219,000 5.48%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$110.58 - $132.14 $7,630 - $9,117
-69 Reduced 3.99%
1,661 $219,000
Q1 2025

May 07, 2025
BUY
$122.59 - $135.24 $4,290 - $4,733
35 Added 2.06%
1,730 $217,000
Q2 2024

Jul 25, 2024
BUY
$117.31 - $125.13 $198,840 - $212,095
1,695 New
1,695 $204,000
Q4 2018

Feb 05, 2019
SELL
$72.26 - $90.19 $249,297 - $311,155
-3,450 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$84.61 - $90.01 $291,904 - $310,534
3,450 New
3,450 $305,000

Others Institutions Holding IWS

# of Institutions
1,047
Shares Held
93.4M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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