Pensionmark Financial Group, LLC Ishares Tr Transaction History

Pensionmark Financial Group, LLC

$584 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$20.14 - $25.39 $410,493 - $517,498	20,382 New	20,382 $489,000

Others Institutions Holding IEZ

# of Institutions

96

Shares Held

7.95M

Call Options Held

59.6K

Put Options Held

4.1K

Morgan Stanley New York, NY

1.78M
Shares

$39.6 Million
0.0% of portfolio
Mml Investors Services, LLC Springfield, MA

923K
Shares

$20.5 Million
0.09% of portfolio
Royal Bank Of Canada Toronto, A6

860K
Shares

$19.1 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

531K
Shares

$11.8 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

341K
Shares

$7.58 Million
0.0% of portfolio

About ISHARES TR

Ticker IEZ
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