Pensionmark Financial Group, LLC Ishares Russell Mid Cap Growth Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 6,735 shares of IWP stock, worth $797,760. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,735
Previous 2,998 124.65%
Holding current value
$797,760
Previous $351,000 143.02%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Feb 12, 2025
BUY
$116.4 - $138.52 $434,986 - $517,649
3,737 Added 124.65%
6,735 $853,000
Q3 2024

Nov 14, 2024
BUY
$103.87 - $117.59 $311,402 - $352,534
2,998 New
2,998 $351,000

Others Institutions Holding IWP

# of Institutions
1,226
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email