Pinnacle Wealth Planning Services, Inc. Ishares Russell 1000 Gr ETF Transaction History
Pinnacle Wealth Planning Services, Inc.
- $838 Million
- Q3 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 12,420 shares of IWF stock, worth $5.85 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
12,420
Previous 12,207
1.74%
Holding current value
$5.85 Million
Previous $5.18 Million
12.25%
% of portfolio
0.69%
Previous 0.69%
Shares
32 transactions
Others Institutions Holding IWF
# of Institutions
2,630Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio