A detailed history of Pensionmark Financial Group, LLC transactions in Ishares Tr stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 8,355 shares of GVI stock, worth $901,755. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,355
Previous 20,231 58.7%
Holding current value
$901,755
Previous $2.16 Million 58.47%
% of portfolio
0.02%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025

SELL
$105.8 - $107.81 $1.26 Million - $1.28 Million
-11,876 Reduced 58.7%
8,355 $897,000
Q2 2025

Aug 04, 2025

SELL
$104.82 - $106.79 $1.67 Million - $1.7 Million
-15,891 Reduced 43.99%
20,231 $2.16 Million
Q1 2025

Apr 29, 2025

BUY
$103.49 - $106.02 $113,839 - $116,622
1,100 Added 3.14%
36,122 $3.83 Million
Q4 2024

Feb 12, 2025

BUY
$103.89 - $107.05 $635,183 - $654,503
6,114 Added 21.15%
35,022 $3.65 Million
Q3 2024

Nov 14, 2024

BUY
$103.17 - $107.43 $349,849 - $364,295
3,391 Added 13.29%
28,908 $3.1 Million
Q2 2024

Aug 14, 2024

BUY
$102.13 - $104.03 $316,603 - $322,493
3,100 Added 13.83%
25,517 $2.65 Million
Q1 2024

May 15, 2024

BUY
$103.31 - $105.01 $433,075 - $440,201
4,192 Added 23.0%
22,417 $2.33 Million
Q4 2023

Feb 14, 2024

BUY
$100.06 - $104.91 $1.26 Million - $1.33 Million
12,638 Added 226.2%
18,225 $1.91 Million
Q3 2023

Nov 14, 2023

BUY
$101.01 - $103.51 $564,342 - $578,310
5,587 New
5,587 $566,000

Others Institutions Holding GVI

About ISHARES TR


  • Ticker GVI
  • Sector ETFs
  • Industry ETFs
More about GVI
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