A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 81,998 shares of IDV stock, worth $2.23 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
81,998
Previous 100,004 18.01%
Holding current value
$2.23 Million
Previous $3.02 Million 18.03%
% of portfolio
0.08%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 25, 2024

SELL
$27.62 - $30.64 $497,325 - $551,703
-18,006 Reduced 18.01%
81,998 $2.48 Million
Q3 2024

Nov 14, 2024

BUY
$27.62 - $30.64 $2.76 Million - $3.06 Million
100,004 New
100,004 $3.02 Million

Others Institutions Holding IDV

About ISHARES TR


  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.