Pensionmark Financial Group, LLC Ishares Russell 2000 ETF Transaction History

Pensionmark Financial Group, LLC

  • $1.54 Billion
  • Q2 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 4,189 shares of IWM stock, worth $945,247. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,189
Previous 1,898 120.71%
Holding current value
$945,247
Previous $399,000 112.78%
% of portfolio
0.06%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,547
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
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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