Pinnacle Wealth Management Group, Inc. Ishares Russell 1000 Val ETF Transaction History
Pinnacle Wealth Management Group, Inc.
- $163 Million
- Q3 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 1,570 shares of IWD stock, worth $321,520. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,570
Previous 1,570
-0.0%
Holding current value
$321,520
Previous $304,000
4.61%
% of portfolio
0.19%
Previous 0.21%
Shares
8 transactions
Others Institutions Holding IWD
# of Institutions
1,991Shares Held
265MCall Options Held
342KPut Options Held
5.28M-
Bank Of America Corp Charlotte, NC49.6MShares$10.2 Billion0.71% of portfolio
-
Morgan Stanley New York, NY36.4MShares$7.45 Billion0.47% of portfolio
-
Goldman Sachs Group Inc New York, NY11.3MShares$2.32 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY8.91MShares$1.83 Billion0.12% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.58MShares$1.76 Billion3.34% of portfolio