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Ishares Tr shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Ishares Tr (LRGF) 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

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Quarterly reported holdings in Ishares Tr by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.0M 153k 58.77
2024-06-30 $8.3M 150k 55.69
2024-03-31 $8.2M 152k 53.81
2023-12-31 $7.7M 159k 48.29
2023-09-30 $7.1M 163k 43.51
2023-06-30 $7.4M 165k 44.56
2023-03-31 $7.2M 174k 41.44
2022-12-31 $6.3M 162k 39.01
2022-09-30 $6.1M 167k 36.22
2022-06-30 $7.2M 172k 41.81
2022-03-31 $7.3M 164k 44.48
2021-12-31 $7.2M 164k 44.09
2021-09-30 $6.9M 164k 42.14
2021-06-30 $7.1M 166k 42.83
2021-03-31 $6.6M 157k 41.74
2020-12-31 $6.8M 170k 40.22
2020-09-30 $5.7M 171k 33.20
2020-06-30 $5.8M 172k 33.55
2019-09-30 $330k 10k 31.88
2019-06-30 $319k 10k 30.69