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

Pensionmark Financial Group, LLC

  • $1.54 Billion
  • Q2 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 42,197 shares of IWY stock, worth $9.01 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
42,197
Previous 41,713 1.16%
Holding current value
$9.01 Million
Previous $8.14 Million 11.23%
% of portfolio
0.59%
Previous 1.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
512
Shares Held
53.6M
Call Options Held
5.4K
Put Options Held
600
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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