Pensionmark Financial Group, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Pensionmark Financial Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$33.21 - $37.37 $131,710 - $148,209	-3,966 Reduced 37.34%	6,655 $223,000
Q2 2023 Aug 14, 2023	SELL	$32.46 - $35.52 $14,022 - $15,344	-432 Reduced 3.91%	10,621 $377,000
Q1 2023 May 15, 2023	BUY	$32.27 - $37.51 $72,930 - $84,772	2,260 Added 25.7%	11,053 $375,000
Q4 2022 Feb 14, 2023	BUY	$31.03 - $35.26 $17,252 - $19,604	556 Added 6.75%	8,793 $289,000
Q3 2022 Nov 14, 2022	BUY	$30.47 - $36.87 $48,112 - $58,217	1,579 Added 23.72%	8,237 $253,000
Q2 2022 Aug 09, 2022	BUY	$30.34 - $38.42 $202,003 - $255,800	6,658 New	6,658 $233,000

397

33.5M

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