Pinnacle Wealth Planning Services, Inc. Ishares Tr Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 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 8,418 shares of HYG stock, worth $675,291. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,418
Previous 10,965 23.23%
Holding current value
$675,291
Previous $884,000 22.74%
% of portfolio
0.08%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$79.85 - $81.32 $203,377 - $207,122
-2,547 Reduced 23.23%
8,418 $683,000
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
1,178
Shares Held
277M
Call Options Held
124M
Put Options Held
606M
View Full List

About ISHARES TR

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