Pinnacle Wealth Planning Services, Inc. IVE Holdings History
Pinnacle Wealth Planning Services, Inc.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 2,819.00 shares of iShares S&P 500 Value ETF(IVE), totaling $537,250.00. This investment constitutes 0.08% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2018Q2. And since then Pinnacle Wealth Planning Services, Inc. has made 13 purchases of IVE, at an average price of $128.14, for a total of 68,338.00 shares. In addition, there have been 15 sales at an average price of $129.79 for 65,519.00 shares. Based on historical transaction data and IVE's current price of $196.20, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his IVE holdings is $299,918.62, reflecting a 3.42% gain to date.
Pinnacle Wealth Planning Services, Inc. IVE ($196.20) Holding Chart
Pinnacle Wealth Planning Services, Inc. IVE ($196.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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