Pensionmark Financial Group, LLC Ishares Russell 3000 ETF Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 3,651 shares of IWV stock, worth $1.39 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,651

Previous 4,284 14.78%

Holding current value

$1.39 Million

Previous $1.5 Million 7.98%

% of portfolio

0.03%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$351.04 - $379.81 $222,208 - $240,419	-633 Reduced 14.78%	3,651 $1.38 Million
Q2 2025 Aug 04, 2025	BUY	$281.67 - $351.0 $17,745 - $22,113	63 Added 1.49%	4,284 $1.5 Million
Q1 2025 Apr 29, 2025	SELL	$313.1 - $349.83 $87,981 - $98,302	-281 Reduced 6.24%	4,221 $1.34 Million
Q4 2024 Feb 12, 2025	BUY	$323.08 - $349.08 $381,557 - $412,263	1,181 Added 35.56%	4,502 $1.5 Million
Q3 2024 Nov 14, 2024	BUY	$294.75 - $326.73 $61,602 - $68,286	209 Added 6.72%	3,321 $1.09 Million

Q2 2024 Aug 14, 2024	BUY	$283.16 - $309.9 $14,724 - $16,114	52 Added 1.7%	3,112 $960,000
Q1 2024 May 15, 2024	BUY	$268.36 - $300.08 $821,181 - $918,244	3,060 New	3,060 $918,000

Others Institutions Holding IWV

# of Institutions

949

Shares Held

26.7M

Call Options Held

22K

Put Options Held

5.3K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

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Pensionmark Financial Group, LLC Ishares Russell 3000 ETF Transaction History