Pensionmark Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 35,421 shares of IWY stock, worth $9.78 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
35,421
Previous 33,373 6.14%
Holding current value
$9.78 Million
Previous $8.23 Million 17.82%
% of portfolio
0.21%
Previous 0.19%

Shares

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

Oct 15, 2025
BUY
$243.93 - $275.62 $499,568 - $564,469
2,048 Added 6.14%
35,421 $9.69 Million
Q2 2025

Aug 04, 2025
BUY
$187.5 - $246.51 $6.08 Million - $7.99 Million
32,420 Added 3401.89%
33,373 $8.23 Million
Q1 2025

Apr 29, 2025
SELL
$210.19 - $243.33 $5.86 Million - $6.79 Million
-27,885 Reduced 96.7%
953 $201,000
Q4 2024

Feb 12, 2025
BUY
$216.72 - $244.71 $635,639 - $717,734
2,933 Added 11.32%
28,838 $6.78 Million
Q3 2024

Nov 14, 2024
SELL
$194.66 - $225.97 $3.17 Million - $3.68 Million
-16,292 Reduced 38.61%
25,905 $5.7 Million
Q2 2024

Aug 14, 2024
BUY
$183.56 - $216.15 $88,843 - $104,616
484 Added 1.16%
42,197 $9.05 Million
Q1 2024

May 15, 2024
BUY
$170.38 - $196.82 $4.5 Million - $5.2 Million
26,402 Added 172.44%
41,713 $8.14 Million
Q4 2023

Feb 14, 2024
SELL
$149.01 - $175.92 $64,819 - $76,525
-435 Reduced 2.76%
15,311 $2.68 Million
Q3 2023

Nov 14, 2023
BUY
$152.69 - $164.44 $356,989 - $384,460
2,338 Added 17.44%
15,746 $2.42 Million
Q2 2023

Aug 14, 2023
BUY
$136.24 - $158.56 $1.83 Million - $2.13 Million
13,408 New
13,408 $2.13 Million

Others Institutions Holding IWY

# of Institutions
672
Shares Held
55M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
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More about IWY
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