Pensionmark Financial Group, LLC Inv Act Mgd Ex Trd Fd Tr Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 52,457 shares of IHYF stock, worth $1.16 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
52,457
Previous 51,938 1.0%
Holding current value
$1.16 Million
Previous $1.15 Million 1.05%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 15, 2025
BUY
N/A
519 Added 1.0%
52,457 $1.16 Million
Q2 2025

Aug 04, 2025
BUY
N/A
1,997 Added 4.0%
51,938 $1.15 Million
Q1 2025

Apr 29, 2025
BUY
N/A
3,119 Added 6.66%
49,941 $1.1 Million
Q4 2024

Feb 12, 2025
SELL
N/A
-14,683 Reduced 23.87%
46,822 $1.04 Million
Q3 2024

Nov 14, 2024
SELL
$22.12 - $22.12 $106,817 - $106,817
-4,829 Reduced 7.28%
61,505 $1.36 Million
Q2 2024

Aug 14, 2024
BUY
$21.84 - $22.31 $879,278 - $898,200
40,260 Added 154.41%
66,334 $1.47 Million
Q1 2024

May 15, 2024
BUY
$21.98 - $22.4 $573,106 - $584,057
26,074 New
26,074 $582,000

About INV ACT MGD EX-TRD FD TR

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  • Ticker IHYF
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