Pensionmark Financial Group, LLC Ishares Tr Russell 1000 ETF Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 1,811 shares of IWB stock, worth $666,230. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,811

Previous 1,415 27.99%

Holding current value

$666,230

Previous $480,000 37.71%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$339.37 - $366.46 $134,390 - $145,118	396 Added 27.99%	1,811 $661,000
Q2 2025 Aug 04, 2025	SELL	$272.36 - $339.57 $3,813 - $4,753	-14 Reduced 0.98%	1,415 $480,000
Q1 2025 Apr 29, 2025	BUY	$302.31 - $337.54 $6,348 - $7,088	21 Added 1.49%	1,429 $438,000
Q4 2024 Feb 12, 2025	BUY	$311.11 - $335.64 $110,132 - $118,816	354 Added 33.59%	1,408 $453,000
Q3 2024 Nov 14, 2024	BUY	$283.28 - $314.39 $92,349 - $102,491	326 Added 44.78%	1,054 $331,000

Q2 2024 Aug 14, 2024	BUY	$272.21 - $298.72 $198,168 - $217,468	728 New	728 $216,000
Q4 2022 Feb 14, 2023	SELL	$196.94 - $224.49 $204,620 - $233,245	-1,039 Reduced 35.5%	1,888 $397,000
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $7,893 - $9,505	40 Added 1.39%	2,927 $578,000
Q2 2022 Aug 09, 2022	BUY	$201.03 - $253.2 $108,958 - $137,234	542 Added 23.11%	2,887 $661,000
Q1 2022 May 12, 2022	SELL	$230.48 - $266.11 $30,653 - $35,392	-133 Reduced 5.37%	2,345 $586,000
Q4 2021 Feb 11, 2022	BUY	$241.33 - $266.02 $9,170 - $10,108	38 Added 1.56%	2,478 $618,000
Q3 2021 Nov 12, 2021	BUY	$239.32 - $255.42 $51,214 - $54,659	214 Added 9.61%	2,440 $590,000
Q2 2021 Aug 12, 2021	BUY	$226.48 - $242.11 $48,466 - $51,811	214 Added 10.64%	2,226 $539,000
Q4 2020 Feb 16, 2021	BUY	$182.85 - $211.84 $367,894 - $426,222	2,012 New	2,012 $451,000

Others Institutions Holding IWB

# of Institutions

1,619

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Pensionmark Financial Group, LLC Ishares Tr Russell 1000 ETF Transaction History