Pensionmark Financial Group, LLC Ishares Morningstar Small Cap Transaction History
Pensionmark Financial Group, LLC
- $4.67 Billion
- Q3 2025
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Morningstar Small Cap stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 3,356 shares of ISCV stock, worth $220,556. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,356
Previous 3,356
-0.0%
Holding current value
$220,556
Previous $206,000
8.25%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding ISCV
# of Institutions
126Shares Held
4.41MCall Options Held
0Put Options Held
0-
Exchange Traded Concepts, LLC807KShares$53.1 Million0.52% of portfolio
-
Morgan Stanley New York, NY353KShares$23.2 Million0.0% of portfolio
-
Vaughan & CO Securities, Inc.291KShares$19.1 Million10.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC188KShares$12.3 Million0.0% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA185KShares$12.2 Million0.55% of portfolio