Ishares Tr shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Ishares Tr
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All positions including Ishares Tr held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $563k | 7.6k | 74.44 |
| 2025-03-31 | $519k | 7.7k | 67.34 |
| 2024-12-31 | $667k | 10k | 64.62 |
| 2024-09-30 | $673k | 9.3k | 72.04 |
| 2024-06-30 | $526k | 7.8k | 67.43 |
| 2024-03-31 | $523k | 7.7k | 68.13 |
| 2023-12-31 | $477k | 7.5k | 63.88 |
| 2023-09-30 | $401k | 7.0k | 57.09 |
| 2023-06-30 | $420k | 6.9k | 60.91 |
| 2023-03-31 | $434k | 7.3k | 59.59 |
| 2022-12-31 | $280k | 5.2k | 54.27 |
| 2022-09-30 | $212k | 4.6k | 46.56 |
| 2022-06-30 | $200k | 3.7k | 54.64 |
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