Pensionmark Financial Group, LLC Ishares Tr Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 4,805 shares of SHV stock, worth $529,943. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,805
Previous 4,759 0.97%
Holding current value
$529,943
Previous $525,000 0.95%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2025
BUY
$110.06 - $110.49 $5,062 - $5,082
46 Added 0.97%
4,805 $530,000
Q2 2025

Aug 04, 2025
SELL
$110.06 - $110.46 $16,619 - $16,679
-151 Reduced 3.08%
4,759 $525,000
Q1 2025

Apr 29, 2025
SELL
$110.11 - $110.51 $678,497 - $680,962
-6,162 Reduced 55.65%
4,910 $542,000
Q4 2024

Feb 12, 2025
BUY
$109.92 - $110.57 $38,801 - $39,031
353 Added 3.29%
11,072 $1.22 Million
Q3 2024

Nov 25, 2024
SELL
$110.05 - $110.63 $229,234 - $230,442
-2,083 Reduced 16.27%
10,719 $1.19 Million
Q3 2024

Nov 14, 2024
BUY
$110.05 - $110.63 $282,278 - $283,765
2,565 Added 25.06%
12,802 $1.42 Million
Q2 2024

Aug 14, 2024
BUY
$110.04 - $110.51 $1.13 Million - $1.13 Million
10,237 New
10,237 $1.13 Million
Q4 2022

Feb 14, 2023
SELL
$109.74 - $110.1 $623,871 - $625,918
-5,685 Reduced 57.55%
4,194 $461,000
Q3 2022

Nov 14, 2022
BUY
$109.92 - $110.13 $1.09 Million - $1.09 Million
9,879 New
9,879 $1.09 Million
Q2 2020

Aug 14, 2020
SELL
$110.71 - $110.94 $204,924 - $205,349
-1,851 Closed
0 $0
Q1 2020

Apr 23, 2020
BUY
$110.45 - $111.07 $204,442 - $205,590
1,851 New
1,851 $205,000

Others Institutions Holding SHV

# of Institutions
781
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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