Pinnacle Wealth Planning Services, Inc. Ishares Tr Russell 1000 ETF Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,646 shares of IWB stock, worth $605,530. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,646
Previous 1,551 6.13%
Holding current value
$605,530
Previous $526,000 14.26%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2025
BUY
$339.37 - $366.46 $32,240 - $34,813
95 Added 6.13%
1,646 $601,000
Q2 2025

Aug 11, 2025
SELL
$272.36 - $339.57 $2,995 - $3,735
-11 Reduced 0.7%
1,551 $526,000
Q1 2025

May 15, 2025
SELL
$302.31 - $337.54 $233,081 - $260,243
-771 Reduced 33.05%
1,562 $479,000
Q1 2023

May 03, 2023
SELL
$208.78 - $230.55 $96,456 - $106,514
-462 Reduced 16.53%
2,333 $525,000
Q4 2022

Feb 13, 2023
BUY
$196.94 - $224.49 $45,099 - $51,408
229 Added 8.92%
2,795 $588,000
Q1 2022

Apr 20, 2022
SELL
$230.48 - $266.11 $691 - $798
-3 Reduced 0.12%
2,566 $642,000
Q1 2021

Apr 29, 2021
SELL
$208.89 - $225.24 $101,938 - $109,917
-488 Reduced 15.96%
2,569 $575,000
Q4 2020

Feb 12, 2021
SELL
$182.85 - $211.84 $5,119 - $5,931
-28 Reduced 0.91%
3,057 $648,000
Q3 2020

Nov 03, 2020
SELL
$172.79 - $199.44 $123,372 - $142,400
-714 Reduced 18.79%
3,085 $577,000
Q2 2020

Jul 27, 2020
SELL
$135.3 - $179.75 $3.48 Million - $4.63 Million
-25,731 Reduced 87.14%
3,799 $652,000
Q1 2020

May 11, 2020
BUY
$122.99 - $188.06 $3.01 Million - $4.6 Million
24,468 Added 483.37%
29,530 $4.18 Million
Q4 2019

Feb 07, 2020
SELL
$159.7 - $178.97 $31,620 - $35,436
-198 Reduced 3.76%
5,062 $903,000
Q3 2019

Oct 31, 2019
SELL
$163.68 - $167.08 $5,074 - $5,179
-31 Reduced 0.59%
5,260 $865,000
Q2 2019

Aug 06, 2019
SELL
N/A
-468 Reduced 8.13%
5,291 $861,000
Q1 2019

May 08, 2019
SELL
N/A
-646 Reduced 10.09%
5,759 $906,000
Q4 2018

Mar 01, 2019
BUY
N/A
3,479 Added 118.9%
6,405 $888,000
Q3 2018

Feb 28, 2019
SELL
N/A
-95 Reduced 3.14%
2,926 $473,000
Q2 2018

Feb 28, 2019
SELL
N/A
-291 Reduced 8.79%
3,021 $459,000
Q1 2018

Feb 28, 2019
SELL
N/A
-1,154 Reduced 25.84%
3,312 $486,000
Q4 2017

Feb 12, 2018
BUY
N/A
4,466
4,466 $664,000

Others Institutions Holding IWB

# of Institutions
1,622
Shares Held
98.5M
Call Options Held
65.9K
Put Options Held
60.7K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
Track This Portfolio

Track Pinnacle Wealth Planning Services, Inc. Portfolio

Follow Pinnacle Wealth Planning Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email