Pensionmark Financial Group, LLC Ishares Tr Russell 2500 ETF Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 328,651 shares of SMMD stock, worth $23.8 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

328,651

Previous 339,153 3.1%

Holding current value

$23.8 Million

Previous $23 Million 5.41%

% of portfolio

0.52%

Previous 0.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	$67.91 - $74.71 $713,190 - $784,604	-10,502 Reduced 3.1%	328,651 $24.2 Million
Q2 2025 Aug 04, 2025	SELL	$54.81 - $67.78 $264,896 - $327,580	-4,833 Reduced 1.4%	339,153 $23 Million
Q1 2025 Apr 29, 2025	SELL	$61.55 - $71.27 $73,552 - $85,167	-1,195 Reduced 0.35%	343,986 $21.5 Million
Q4 2024 Feb 12, 2025	SELL	$66.67 - $74.08 $116,205 - $129,121	-1,743 Reduced 0.5%	345,181 $23.5 Million
Q3 2024 Nov 14, 2024	SELL	$61.71 - $68.15 $319,410 - $352,744	-5,176 Reduced 1.47%	346,924 $23.5 Million

Q2 2024 Aug 14, 2024	BUY	$60.34 - $65.19 $21.2 Million - $23 Million	352,100 New	352,100 $22 Million

Others Institutions Holding SMMD

# of Institutions

220

Shares Held

20.6M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
Sector ETFs
Industry ETFs

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Pensionmark Financial Group, LLC Ishares Tr Russell 2500 ETF Transaction History