Ishares Tr shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Ishares Tr
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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 | $928k | 19k | 49.08 |
| 2024-06-30 | $884k | 19k | 46.58 |
| 2024-03-31 | $838k | 19k | 45.15 |
| 2023-12-31 | $752k | 19k | 39.82 |
| 2023-09-30 | $633k | 18k | 34.78 |
| 2023-06-30 | $673k | 19k | 35.95 |
| 2023-03-31 | $656k | 20k | 33.07 |
| 2022-12-31 | $393k | 13k | 30.66 |
| 2022-09-30 | $307k | 11k | 28.02 |
| 2022-06-30 | $275k | 8.4k | 32.91 |
| 2022-03-31 | $268k | 7.5k | 35.71 |
| 2021-12-31 | $269k | 7.4k | 36.15 |
| 2021-09-30 | $267k | 7.4k | 36.07 |
More positions owned by Pensionmark Financial Group
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