Pinnacle Wealth Planning Services, Inc. Ishares Russell2000 Val ETF Transaction History
Pinnacle Wealth Planning Services, Inc.
- $655 Million
- Q4 2024
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,576 shares of IWN stock, worth $227,968. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,576
Previous 1,576
-0.0%
Holding current value
$227,968
Previous $258,000
-0.0%
% of portfolio
0.04%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding IWN
# of Institutions
1,141Shares Held
61.5MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$972 Million0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$793 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$396 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$395 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$361 Million1.27% of portfolio