Pinnacle Wealth Planning Services, Inc. Ishares Russell 2000 Gwt ETF Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $733 Million
  • Q3 2024

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,010 shares of IWO stock, worth $297,727. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,010
Previous 1,010 -0.0%
Holding current value
$297,727
Previous $265,000 7.92%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$221.24 - $254.04 $9,292 - $10,669
-42 Reduced 3.99%
1,010 $226,000
Q1 2023

May 03, 2023
SELL
$212.51 - $245.01 $5,525 - $6,370
-26 Reduced 2.41%
1,052 $238,000
Q3 2022

Nov 09, 2022
BUY
$202.93 - $248.43 $5,276 - $6,459
26 Added 2.47%
1,078 $223,000
Q2 2022

Aug 03, 2022
SELL
$194.2 - $261.13 $4,272 - $5,744
-22 Reduced 2.05%
1,052 $217,000
Q1 2022

Apr 20, 2022
SELL
$234.1 - $296.68 $44,479 - $56,369
-190 Reduced 15.03%
1,074 $275,000
Q3 2021

Oct 29, 2021
BUY
$284.4 - $314.06 $853 - $942
3 Added 0.24%
1,264 $371,000
Q1 2021

Apr 29, 2021
SELL
$282.5 - $336.63 $5,085 - $6,059
-18 Reduced 1.41%
1,261 $379,000
Q4 2020

Feb 12, 2021
SELL
$223.17 - $294.86 $35,260 - $46,587
-158 Reduced 11.0%
1,279 $367,000
Q2 2020

Jul 27, 2020
SELL
$145.61 - $213.67 $47,323 - $69,442
-325 Reduced 18.44%
1,437 $297,000
Q2 2019

Aug 06, 2019
SELL
$187.22 - $206.14 $34,074 - $37,517
-182 Reduced 9.36%
1,762 $354,000
Q4 2018

Mar 01, 2019
SELL
$156.33 - $211.73 $4,220 - $5,716
-27 Reduced 1.37%
1,944 $327,000
Q3 2018

Feb 28, 2019
SELL
$204.76 - $220.33 $18,837 - $20,270
-92 Reduced 4.46%
1,971 $424,000
Q4 2017

Feb 12, 2018
BUY
$177.13 - $188.2 $365,419 - $388,256
2,063
2,063 $385,000

Others Institutions Holding IWO

# of Institutions
1,060
Shares Held
32.3M
Call Options Held
178K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

IWO Quotes by TradingView
  • Ticker IWO
  • Sector ETFs
  • Industry ETFs
More about IWO
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