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

Pinnacle Wealth Planning Services, Inc.

$654 Million
Q1 2025

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 1,235 shares of IWO stock, worth $363,090. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,235

Previous 1,270 2.76%

Holding current value

$363,090

Previous $365,000 13.7%

% of portfolio

0.05%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$254.58 - $302.92 $8,910 - $10,602	-35 Reduced 2.76%	1,235 $315,000
Q4 2024 Feb 06, 2025	BUY	$278.19 - $315.36 $72,329 - $81,993	260 Added 25.74%	1,270 $365,000
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

1,095

Shares Held

33M

Call Options Held

40.4K

Put Options Held

33.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

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