Pinnacle Wealth Planning Services, Inc. Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 865 shares of IWV stock, worth $297,966. This represents 0.04% of its overall portfolio holdings.

Number of Shares
865
Holding current value
$297,966
% of portfolio
0.04%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$294.75 - $326.73 $254,958 - $282,621
865 New
865 $282,000
Q3 2022

Nov 09, 2022
SELL
$207.04 - $249.4 $49,068 - $59,107
-237 Reduced 10.74%
1,970 $408,000
Q2 2022

Aug 03, 2022
BUY
$210.65 - $265.31 $90,368 - $113,817
429 Added 24.13%
2,207 $480,000
Q1 2022

Apr 20, 2022
BUY
$242.02 - $279.09 $63,893 - $73,679
264 Added 17.44%
1,778 $466,000
Q3 2021

Oct 29, 2021
SELL
$251.89 - $269.0 $3,274 - $3,497
-13 Reduced 0.85%
1,514 $386,000
Q2 2021

Aug 02, 2021
BUY
$240.32 - $256.01 $3,124 - $3,328
13 Added 0.86%
1,527 $390,000
Q1 2021

Apr 29, 2021
SELL
$220.59 - $239.53 $75,000 - $81,440
-340 Reduced 18.34%
1,514 $359,000
Q4 2020

Feb 12, 2021
SELL
$191.94 - $223.55 $12,284 - $14,307
-64 Reduced 3.34%
1,854 $414,000
Q3 2020

Nov 03, 2020
SELL
$180.98 - $208.68 $33,843 - $39,023
-187 Reduced 8.88%
1,918 $375,000
Q2 2020

Jul 27, 2020
BUY
$141.33 - $188.81 $73,491 - $98,181
520 Added 32.81%
2,105 $379,000
Q1 2020

May 11, 2020
SELL
$128.35 - $198.13 $7,315 - $11,293
-57 Reduced 3.47%
1,585 $235,000
Q4 2019

Feb 07, 2020
SELL
$168.6 - $189.08 $153,088 - $171,684
-908 Reduced 35.61%
1,642 $309,000
Q3 2019

Oct 31, 2019
BUY
$172.91 - $176.69 $110,662 - $113,081
640 Added 33.51%
2,550 $443,000
Q2 2019

Aug 06, 2019
SELL
N/A
-141 Reduced 6.87%
1,910 $329,000
Q1 2019

May 08, 2019
SELL
N/A
-6,216 Reduced 75.19%
2,051 $342,000
Q4 2018

Mar 01, 2019
BUY
N/A
5,084 Added 159.72%
8,267 $1.22 Million
Q3 2018

Feb 28, 2019
BUY
N/A
210 Added 7.06%
3,183 $549,000
Q2 2018

Feb 28, 2019
SELL
N/A
-1,926 Reduced 39.31%
2,973 $483,000
Q1 2018

Feb 28, 2019
BUY
N/A
3,314 Added 209.09%
4,899 $766,000
Q4 2017

Feb 12, 2018
BUY
N/A
1,585
1,585 $251,000

Others Institutions Holding IWV

# of Institutions
866
Shares Held
26.4M
Call Options Held
11.9K
Put Options Held
2.9K
View Full List

About ISHARES RUSSELL 3000 ETF

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