Pinnacle Wealth Management Group, Inc. Ishares Russell 1000 Val ETF Transaction History

Pinnacle Wealth Management Group, Inc.

  • $122 Million
  • Q1 2024

A detailed history of Pinnacle Wealth Management Group, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Pinnacle Wealth Management Group, Inc. holds 24,308 shares of IWD stock, worth $4.23 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
24,308
Previous 26,283 7.51%
Holding current value
$4.23 Million
Previous $4.34 Million 0.23%
% of portfolio
3.58%
Previous 3.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$161.84 - $179.11 $319,634 - $353,742
-1,975 Reduced 7.51%
24,308 $4.35 Million
Q4 2023

Jan 17, 2024
BUY
$143.69 - $165.7 $158,633 - $182,932
1,104 Added 4.38%
26,283 $4.34 Million
Q3 2023

Oct 11, 2023
BUY
$151.73 - $163.56 $3.82 Million - $4.12 Million
25,179 New
25,179 $3.82 Million

Others Institutions Holding IWD

# of Institutions
1,633
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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