Pensionmark Financial Group, LLC Russell Micro Cap ETF Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Russell Micro Cap ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 1,980 shares of IWC stock, worth $232,174. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,980
Previous 1,783 11.05%
Holding current value
$232,174
Previous $219,000 17.81%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$120.3 - $138.84 $23,699 - $27,351
197 Added 11.05%
1,980 $258,000
Q3 2024

Nov 25, 2024
SELL
$112.21 - $129.46 $233,284 - $269,147
-2,079 Reduced 53.83%
1,783 $219,000
Q3 2024

Nov 14, 2024
BUY
$112.21 - $129.46 $218,360 - $251,929
1,946 Added 101.57%
3,862 $476,000
Q2 2024

Aug 14, 2024
BUY
$109.35 - $119.81 $12,684 - $13,897
116 Added 6.44%
1,916 $218,000
Q1 2024

May 15, 2024
SELL
$109.23 - $121.19 $10,923 - $12,119
-100 Reduced 5.26%
1,800 $218,000
Q4 2023

Feb 14, 2024
BUY
$90.78 - $118.63 $172,482 - $225,397
1,900 New
1,900 $220,000

Others Institutions Holding IWC

# of Institutions
259
Shares Held
4.24M
Call Options Held
12.4K
Put Options Held
4K
View Full List

About RUSSELL MICRO CAP ETF

IWC Quotes by TradingView
  • Ticker IWC
  • Sector ETFs
  • Industry ETFs
More about IWC
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