Pinnacle Wealth Planning Services, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Pinnacle Wealth Planning Services, Inc.
- $733 Million
- Q3 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 20,700 shares of IJR stock, worth $2.5 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
20,700
Previous 21,214
2.42%
Holding current value
$2.5 Million
Previous $2.26 Million
7.03%
% of portfolio
0.33%
Previous 0.33%
Shares
27 transactions
Others Institutions Holding IJR
# of Institutions
2,565Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.39 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.75 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.26 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.15 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.95 Billion0.44% of portfolio