Pensionmark Financial Group, LLC Ishares Tr Transaction History
Pensionmark Financial Group, LLC
- $3.09 Billion
- Q3 2024
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
Others Institutions Holding IDV
# of Institutions
480Shares Held
76.4MCall Options Held
92.6KPut Options Held
28.2K-
Bank Of America Corp Charlotte, NC10.8MShares$292 Million0.03% of portfolio
-
Morgan Stanley New York, NY6.84MShares$186 Million0.02% of portfolio
-
Envestnet Asset Management Inc5.38MShares$146 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.76MShares$102 Million0.03% of portfolio
-
Ubs Group Ag2.66MShares$72.3 Million0.02% of portfolio