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

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

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 1,408 shares of IWB stock, worth $464,259. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,408
Previous 1,054 33.59%
Holding current value
$464,259
Previous $331,000 36.86%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,466
Shares Held
98.1M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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