Pensionmark Financial Group, LLC Ishares Tr Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 104,249 shares of IDV stock, worth $3.98 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
104,249
Previous 95,455 9.21%
Holding current value
$3.98 Million
Previous $3.29 Million 15.66%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
BUY
$34.54 - $37.28 $303,744 - $327,840
8,794 Added 9.21%
104,249 $3.81 Million
Q2 2025

Aug 04, 2025
SELL
$27.79 - $34.84 $18,258 - $22,889
-657 Reduced 0.68%
95,455 $3.29 Million
Q1 2025

Apr 29, 2025
BUY
$27.0 - $31.7 $435,564 - $511,384
16,132 Added 20.17%
96,112 $2.98 Million
Q4 2024

Feb 12, 2025
SELL
$27.03 - $29.92 $54,546 - $60,378
-2,018 Reduced 2.46%
79,980 $2.19 Million
Q3 2024

Nov 25, 2024
SELL
$27.62 - $30.64 $497,325 - $551,703
-18,006 Reduced 18.01%
81,998 $2.48 Million
Q3 2024

Nov 14, 2024
BUY
$27.62 - $30.64 $2.76 Million - $3.06 Million
100,004 New
100,004 $3.02 Million

Others Institutions Holding IDV

# of Institutions
585
Shares Held
91.4M
Call Options Held
13.5K
Put Options Held
138K
View Full List

About ISHARES TR

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