Pinnacle Wealth Planning Services, Inc. Ishares Tr Transaction History

Pinnacle Wealth Planning Services, Inc.

$748 Million
Q2 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 10,965 shares of HYG stock, worth $884,327. This represents 0.12% of its overall portfolio holdings.

Number of Shares

10,965

Previous 14,065 22.04%

Holding current value

$884,327

Previous $1.11 Million 20.29%

% of portfolio

0.12%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$75.75 - $80.65 $234,825 - $250,015	-3,100 Reduced 22.04%	10,965 $884,000
Q1 2025 May 15, 2025	BUY	$78.51 - $80.11 $191,642 - $195,548	2,441 Added 21.0%	14,065 $1.11 Million
Q4 2024 Feb 06, 2025	BUY	$78.09 - $80.04 $658,767 - $675,217	8,436 Added 264.62%	11,624 $914,000
Q4 2023 Feb 07, 2024	BUY	$71.78 - $77.94 $228,834 - $248,472	3,188 New	3,188 $246,000
Q1 2021 Apr 29, 2021	SELL	$85.73 - $87.78 $117,707 - $120,521	-1,373 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$83.46 - $87.3 $114,590 - $119,862	1,373 New	1,373 $119,000
Q3 2020 Nov 03, 2020	SELL	$81.53 - $85.39 $1.14 Million - $1.2 Million	-14,014 Closed	0 $0
Q2 2020 Jul 27, 2020	BUY	$73.55 - $84.56 $1.03 Million - $1.19 Million	14,014 New	14,014 $1.14 Million

Others Institutions Holding HYG

# of Institutions

1,185

Shares Held

260M

Call Options Held

88.4M

Put Options Held

487M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Pinnacle Wealth Planning Services, Inc. Ishares Tr Transaction History