Pensionmark Financial Group, LLC Ishares S&P 500 Growth ETF Transaction History
Pensionmark Financial Group, LLC
- $1.54 Billion
- Q2 2024
A detailed history of Pensionmark Financial Group, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 403,909 shares of IVW stock, worth $39.4 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
403,909
Previous 428,583
5.76%
Holding current value
$39.4 Million
Previous $36.2 Million
3.28%
% of portfolio
2.43%
Previous 6.19%
Shares
23 transactions
Others Institutions Holding IVW
# of Institutions
1,765Shares Held
428MCall Options Held
281KPut Options Held
217K-
Envestnet Asset Management Inc49MShares$4.78 Billion1.61% of portfolio
-
Jpmorgan Chase & CO New York, NY47.7MShares$4.65 Billion0.39% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.25 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.87 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA15.5MShares$1.51 Billion0.35% of portfolio