High Mark Wealth Management LLC Ishares Barclays 3 7 Yr Treas Transaction History

High Mark Wealth Management LLC

$165 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$121.42 - $128.17 $8,256 - $8,715	-68 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$128.19 - $130.42 $8,716 - $8,868	68 New	68 $0

Others Institutions Holding IEI

# of Institutions

713

Shares Held

85.4M

Call Options Held

144K

Put Options Held

1.79M

Jpmorgan Chase & CO New York, NY

9.4M
Shares

$1.13 Billion
0.1% of portfolio
Bank Of America Corp Charlotte, NC

5.69M
Shares

$682 Million
0.06% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

4.25M
Shares

$510 Million
1.09% of portfolio
Envestnet Asset Management Inc

3.83M
Shares

$459 Million
0.16% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.77M
Shares

$452 Million
0.08% of portfolio

About ISHARES BARCLAYS 3-7 YR TREAS

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