Pensionmark Financial Group, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Pensionmark Financial Group, LLC

  • $3.72 Billion
  • Q1 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 76,164 shares of XJH stock, worth $3.06 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
76,164
Previous 130,914 41.82%
Holding current value
$3.06 Million
Previous $5.48 Million 45.68%
% of portfolio
0.08%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
$38.41 - $44.06 $2.1 Million - $2.41 Million
-54,750 Reduced 41.82%
76,164 $2.98 Million
Q4 2024

Feb 12, 2025
SELL
$41.64 - $45.75 $339,699 - $373,228
-8,158 Reduced 5.87%
130,914 $5.48 Million
Q3 2024

Nov 14, 2024
BUY
$38.71 - $42.43 $5.38 Million - $5.9 Million
139,072 New
139,072 $5.88 Million

Others Institutions Holding XJH

# of Institutions
148
Shares Held
5.03M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
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