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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$105.53 - $118.34 $54,242 - $60,826
-514 Reduced 2.42%
20,700 $2.42 Million
Q1 2024

May 09, 2024

SELL
$102.35 - $110.52 $38,995 - $42,108
-381 Reduced 1.76%
21,214 $2.34 Million
Q4 2023

Feb 07, 2024

BUY
$87.61 - $110.11 $128,786 - $161,861
1,470 Added 7.3%
21,595 $2.34 Million
Q3 2023

Nov 07, 2023

BUY
$92.9 - $105.16 $7,339 - $8,307
79 Added 0.39%
20,125 $1.9 Million
Q2 2023

Aug 07, 2023

BUY
$91.14 - $99.81 $119,666 - $131,050
1,313 Added 7.01%
20,046 $2 Million
Q1 2023

May 03, 2023

SELL
$92.27 - $107.68 $120,873 - $141,060
-1,310 Reduced 6.54%
18,733 $1.81 Million
Q4 2022

Feb 13, 2023

SELL
$89.09 - $102.13 $4.76 Million - $5.45 Million
-53,403 Reduced 72.71%
20,043 $1.9 Million
Q3 2022

Nov 09, 2022

BUY
$87.04 - $106.5 $419,445 - $513,223
4,819 Added 7.02%
73,446 $6.4 Million
Q2 2022

Aug 03, 2022

SELL
$89.03 - $109.02 $2.54 Million - $3.11 Million
-28,557 Reduced 29.38%
68,627 $6.34 Million
Q1 2022

Apr 20, 2022

BUY
$102.32 - $116.69 $8.17 Million - $9.31 Million
79,822 Added 459.75%
97,184 $10.5 Million
Q4 2021

Jan 21, 2022

SELL
$108.26 - $120.32 $13,424 - $14,919
-124 Reduced 0.71%
17,362 $1.99 Million
Q3 2021

Oct 29, 2021

BUY
$104.62 - $113.69 $52,100 - $56,617
498 Added 2.93%
17,486 $1.91 Million
Q2 2021

Aug 02, 2021

SELL
$106.38 - $116.3 $2,021 - $2,209
-19 Reduced 0.11%
16,988 $1.92 Million
Q1 2021

Apr 29, 2021

SELL
$91.04 - $115.01 $100,235 - $126,626
-1,101 Reduced 6.08%
17,007 $1.85 Million
Q4 2020

Feb 12, 2021

SELL
$71.23 - $92.42 $24,075 - $31,237
-338 Reduced 1.83%
18,108 $1.66 Million
Q3 2020

Nov 03, 2020

SELL
$65.69 - $75.96 $1.55 Million - $1.79 Million
-23,618 Reduced 56.15%
18,446 $1.3 Million
Q2 2020

Jul 27, 2020

SELL
$50.99 - $75.55 $369,371 - $547,284
-7,244 Reduced 14.69%
42,064 $2.87 Million
Q1 2020

May 11, 2020

BUY
$49.11 - $85.52 $1.5 Million - $2.62 Million
30,607 Added 163.67%
49,308 $2.77 Million
Q4 2019

Feb 07, 2020

SELL
$75.05 - $84.14 $23,940 - $26,840
-319 Reduced 1.68%
18,701 $1.57 Million
Q3 2019

Oct 31, 2019

SELL
$73.61 - $80.67 $1,545 - $1,694
-21 Reduced 0.11%
19,020 $1.48 Million
Q2 2019

Aug 06, 2019

SELL
$73.17 - $81.37 $25,536 - $28,398
-349 Reduced 1.8%
19,041 $1.49 Million
Q1 2019

May 08, 2019

SELL
$68.34 - $81.18 $29,522 - $35,069
-432 Reduced 2.18%
19,390 $1.5 Million
Q4 2018

Mar 01, 2019

BUY
$65.14 - $85.94 $380,026 - $501,373
5,834 Added 41.71%
19,822 $1.37 Million
Q3 2018

Feb 28, 2019

SELL
$84.33 - $90.31 $36,599 - $39,194
-434 Reduced 3.01%
13,988 $1.22 Million
Q2 2018

Feb 28, 2019

SELL
$75.25 - $86.64 $45,074 - $51,897
-599 Reduced 3.99%
14,422 $1.2 Million
Q1 2018

Feb 28, 2019

SELL
$73.35 - $80.36 $883,794 - $968,257
-12,049 Reduced 44.51%
15,021 $1.16 Million
Q4 2017

Feb 12, 2018

BUY
$73.06 - $77.74 $1.98 Million - $2.1 Million
27,070
27,070 $2.08 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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