Trademark Financial Management, LLC Ishares U S ETF Tr Int Rate He Transaction History

Trademark Financial Management, LLC

$131 Billion
Q1 2025

A detailed history of Trademark Financial Management, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,548 shares of HYGH stock, worth $303,176. This represents 0.23% of its overall portfolio holdings.

Number of Shares

3,548

Previous 9,936 64.29%

Holding current value

$303,176

Previous $858 Million 64.77%

% of portfolio

0.23%

Previous 0.68%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$85.06 - $87.69 $543,363 - $560,163	-6,388 Reduced 64.29%	3,548 $302 Million
Q4 2024 Jan 30, 2025	BUY	$85.41 - $87.1 $646,382 - $659,172	7,568 Added 319.59%	9,936 $858 Million
Q3 2024 Oct 31, 2024	SELL	$81.98 - $86.24 $233,643 - $245,783	-2,850 Reduced 54.62%	2,368 $204 Million
Q2 2024 Jul 30, 2024	BUY	$84.43 - $85.73 $98,276 - $99,789	1,164 Added 28.71%	5,218 $444 Million
Q1 2024 May 07, 2024	BUY	$83.7 - $85.73 $10,797 - $11,059	129 Added 3.29%	4,054 $348 Million
Q4 2023 Feb 13, 2024	BUY	$81.79 - $85.15 $321,025 - $334,213	3,925 New	3,925 $330 Million

Others Institutions Holding HYGH

# of Institutions

Shares Held

2.05M

Call Options Held

Put Options Held

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About ISHARES U S ETF TR INT RATE HE

Ticker HYGH
Sector ETFs
Industry ETFs

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Trademark Financial Management, LLC Ishares U S ETF Tr Int Rate He Transaction History