Pensionmark Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History

Pensionmark Financial Group, LLC

$3.54 Billion
Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 28,838 shares of IWY stock, worth $6.81 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

28,838

Previous 25,905 11.32%

Holding current value

$6.81 Million

Previous $5.7 Million 19.02%

% of portfolio

0.19%

Previous 0.18%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$216.72 - $244.71 $635,639 - $717,734	2,933 Added 11.32%	28,838 $6.78 Million
Q3 2024 Nov 14, 2024	SELL	$194.66 - $225.97 $3.17 Million - $3.68 Million	-16,292 Reduced 38.61%	25,905 $5.7 Million
Q2 2024 Aug 14, 2024	BUY	$183.56 - $216.15 $88,843 - $104,616	484 Added 1.16%	42,197 $9.05 Million
Q1 2024 May 15, 2024	BUY	$170.38 - $196.82 $4.5 Million - $5.2 Million	26,402 Added 172.44%	41,713 $8.14 Million
Q4 2023 Feb 14, 2024	SELL	$149.01 - $175.92 $64,819 - $76,525	-435 Reduced 2.76%	15,311 $2.68 Million
Q3 2023 Nov 14, 2023	BUY	$152.69 - $164.44 $356,989 - $384,460	2,338 Added 17.44%	15,746 $2.42 Million
Q2 2023 Aug 14, 2023	BUY	$136.24 - $158.56 $1.83 Million - $2.13 Million	13,408 New	13,408 $2.13 Million

Others Institutions Holding IWY

# of Institutions

606

Shares Held

57.7M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Pensionmark Financial Group, LLC Ishares Tr Russell 200 Growth Transaction History