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

Pinnacle Wealth Management Group, Inc.

$119 Million
Q1 2025

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 1,622 shares of IWD stock, worth $285,991. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,622

Previous 1,848 12.23%

Holding current value

$285,991

Previous $342,000 11.7%

% of portfolio

0.25%

Previous 0.25%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$182.82 - $196.21 $41,317 - $44,343	-226 Reduced 12.23%	1,622 $302,000
Q4 2024 Jan 13, 2025	SELL	$183.23 - $199.79 $249,559 - $272,113	-1,362 Reduced 42.43%	1,848 $342,000
Q3 2024 Oct 10, 2024	SELL	$173.36 - $189.8 $4.09 Million - $4.47 Million	-23,575 Reduced 88.02%	3,210 $609,000
Q2 2024 Jul 24, 2024	BUY	$169.4 - $179.05 $419,603 - $443,506	2,477 Added 10.19%	26,785 $4.67 Million
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

1,887

Shares Held

288M

Call Options Held

1.31M

Put Options Held

1.09M

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About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

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