Pinnacle Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Pinnacle Wealth Management, LLC

  • $86 Million
  • Q4 2024

A detailed history of Pinnacle Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Pinnacle Wealth Management, LLC holds 54,901 shares of IWM stock, worth $11.2 Million. This represents 14.1% of its overall portfolio holdings.

Number of Shares
54,901
Previous 55,833 1.67%
Holding current value
$11.2 Million
Previous $12.3 Million 1.64%
% of portfolio
14.1%
Previous 14.91%

Shares

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

Feb 18, 2025
SELL
$216.13 - $242.4 $201,433 - $225,916
-932 Reduced 1.67%
54,901 $12.1 Million
Q3 2024

Nov 12, 2024
BUY
$200.87 - $224.6 $11.2 Million - $12.5 Million
55,833 New
55,833 $12.3 Million
Q4 2022

Jan 27, 2023
SELL
$166.81 - $188.05 $576,828 - $650,276
-3,458 Reduced 70.14%
1,472 $256,000
Q3 2022

Oct 24, 2022
BUY
$164.17 - $201.07 $809,358 - $991,275
4,930 New
4,930 $813,000

Others Institutions Holding IWM

# of Institutions
2,949
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

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