Pensionmark Financial Group, LLC Ishares Russell 2000 ETF Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 18,087 shares of IWM stock, worth $3.63 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
18,087
Previous 6,658 171.66%
Holding current value
$3.63 Million
Previous $1.47 Million 171.84%
% of portfolio
0.11%
Previous 0.05%

Shares

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

Feb 12, 2025
BUY
$216.13 - $242.4 $2.47 Million - $2.77 Million
11,429 Added 171.66%
18,087 $4 Million
Q3 2024

Nov 25, 2024
SELL
$200.87 - $224.6 $4.42 Million - $4.94 Million
-21,989 Reduced 76.76%
6,658 $1.47 Million
Q3 2024

Nov 14, 2024
BUY
$200.87 - $224.6 $4.91 Million - $5.49 Million
24,458 Added 583.86%
28,647 $6.33 Million
Q2 2024

Aug 14, 2024
BUY
$192.84 - $209.44 $441,796 - $479,827
2,291 Added 120.71%
4,189 $849,000
Q1 2024

May 15, 2024
SELL
$189.48 - $210.3 $1.11 Million - $1.23 Million
-5,864 Reduced 75.55%
1,898 $399,000
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $1.26 Million - $1.59 Million
7,762 New
7,762 $1.56 Million
Q2 2022

Aug 09, 2022
SELL
$163.9 - $207.91 $162,261 - $205,830
-990 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$212.12 - $242.56 $212 - $242
1 Added 0.1%
990 $201,000
Q3 2021

Nov 12, 2021
SELL
$211.73 - $231.39 $10,586 - $11,569
-50 Reduced 4.81%
989 $216,000
Q2 2021

Aug 12, 2021
SELL
$211.85 - $232.89 $8,474 - $9,315
-40 Reduced 3.71%
1,039 $238,000
Q1 2021

May 17, 2021
SELL
$193.5 - $234.42 $1,935 - $2,344
-10 Reduced 0.92%
1,079 $233,000
Q4 2020

Feb 16, 2021
BUY
$152.18 - $199.14 $165,724 - $216,863
1,089 New
1,089 $248,000
Q1 2020

Apr 23, 2020
SELL
$99.9 - $169.53 $153,246 - $260,059
-1,534 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
$146.46 - $166.68 $224,669 - $255,687
1,534 New
1,534 $254,000
Q2 2019

Aug 12, 2019
SELL
$145.86 - $160.71 $193,702 - $213,422
-1,328 Closed
0 $0
Q1 2019

May 14, 2019
SELL
$132.25 - $158.24 $23,143 - $27,692
-175 Reduced 11.64%
1,328 $203,000
Q4 2018

Feb 14, 2019
BUY
$125.88 - $166.33 $189,197 - $249,993
1,503 New
1,503 $230,000

Others Institutions Holding IWM

# of Institutions
2,954
Shares Held
301M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

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