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

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

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 130,914 shares of XJH stock, worth $5.45 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
130,914
Previous 139,072 5.87%
Holding current value
$5.45 Million
Previous $5.88 Million 6.87%
% of portfolio
0.15%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
146
Shares Held
4.71M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
Track This Portfolio

Track Pensionmark Financial Group, LLC Portfolio

Follow Pensionmark Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pensionmark Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email