Pensionmark Financial Group, LLC Ishares Russell 3000 ETF Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 4,502 shares of IWV stock, worth $1.45 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,502
Previous 3,321 35.56%
Holding current value
$1.45 Million
Previous $1.09 Million 38.62%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Feb 12, 2025
BUY
$323.08 - $349.08 $381,557 - $412,263
1,181 Added 35.56%
4,502 $1.5 Million
Q3 2024

Nov 14, 2024
BUY
$294.75 - $326.73 $61,602 - $68,286
209 Added 6.72%
3,321 $1.09 Million
Q2 2024

Aug 14, 2024
BUY
$283.16 - $309.9 $14,724 - $16,114
52 Added 1.7%
3,112 $960,000
Q1 2024

May 15, 2024
BUY
$268.36 - $300.08 $821,181 - $918,244
3,060 New
3,060 $918,000

Others Institutions Holding IWV

# of Institutions
930
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

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