A detailed history of Assetmark, Inc transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Assetmark, Inc holds 123 shares of IYZ stock, worth $3,301. This represents 0.0% of its overall portfolio holdings.

Number of Shares
123
Previous 400 69.25%
Holding current value
$3,301
Previous $8,000 62.5%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$21.65 - $25.28 $5,997 - $7,002
-277 Reduced 69.25%
123 $3,000
Q1 2023

May 05, 2023

SELL
$22.0 - $25.14 $22 - $25
-1 Reduced 0.25%
400 $9,000
Q1 2022

May 13, 2022

BUY
$28.69 - $33.15 $28 - $33
1 Added 0.25%
401 $12,000
Q4 2021

Feb 14, 2022

SELL
$30.27 - $33.17 $59.7 Million - $65.4 Million
-1,971,159 Reduced 99.98%
400 $13,000
Q2 2016

Sep 15, 2017

BUY
N/A
1,971,559
1,971,559 $65.7 Million

Others Institutions Holding IYZ

About ISHARES TR US TELECOMMUNICATIO


  • Ticker IYZ
  • Sector ETFs
  • Industry ETFs
More about IYZ
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc 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 Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.