Pensionmark Financial Group, LLC Ishares Russell 2000 Gwt ETF Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 5,665 shares of IWO stock, worth $1.77 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,665

Previous 5,740 1.31%

Holding current value

$1.77 Million

Previous $1.64 Million 10.55%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$284.45 - $324.95 $21,333 - $24,371	-75 Reduced 1.31%	5,665 $1.81 Million
Q2 2025 Aug 04, 2025	BUY	$224.16 - $285.86 $13,225 - $16,865	59 Added 1.04%	5,740 $1.64 Million
Q1 2025 Apr 29, 2025	SELL	$254.58 - $302.92 $43,024 - $51,193	-169 Reduced 2.89%	5,681 $1.45 Million
Q4 2024 Feb 12, 2025	BUY	$278.19 - $315.36 $1.33 Million - $1.51 Million	4,797 Added 455.56%	5,850 $1.68 Million
Q3 2024 Nov 25, 2024	SELL	$256.4 - $289.78 $1.23 Million - $1.39 Million	-4,812 Reduced 82.05%	1,053 $299,000

Q3 2024 Nov 14, 2024	BUY	$256.4 - $289.78 $1.5 Million - $1.7 Million	5,865 New	5,865 $1.67 Million

Others Institutions Holding IWO

# of Institutions

1,154

Shares Held

32.7M

Call Options Held

53.3K

Put Options Held

25.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
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Pensionmark Financial Group, LLC Ishares Russell 2000 Gwt ETF Transaction History