High Mark Wealth Management LLC Ishares Tr Transaction History

High Mark Wealth Management LLC

  • $166 Million
  • Q1 2025

A detailed history of High Mark Wealth Management LLC transactions in Ishares Tr stock. As of the latest transaction made, High Mark Wealth Management LLC holds 175 shares of IEO stock, worth $14,208. This represents 0.01% of its overall portfolio holdings.

Number of Shares
175
Previous 174 0.57%
Holding current value
$14,208
Previous $15,000 6.67%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$86.02 - $99.13 $86 - $99
1 Added 0.57%
175 $16,000
Q3 2024

Oct 17, 2024
BUY
$88.52 - $101.16 $177 - $202
2 Added 1.16%
174 $15,000
Q2 2024

Jul 29, 2024
BUY
$96.41 - $111.94 $2,024 - $2,350
21 Added 13.91%
172 $17,000
Q1 2024

Apr 26, 2024
SELL
$87.76 - $106.97 $8,688 - $10,590
-99 Reduced 39.6%
151 $16,000
Q4 2023

Jan 22, 2024
BUY
$89.35 - $102.39 $357 - $409
4 Added 1.63%
250 $23,000
Q2 2023

Jul 26, 2023
BUY
$78.88 - $90.31 $157 - $180
2 Added 0.82%
246 $20,000
Q1 2023

Apr 20, 2023
BUY
$79.25 - $98.78 $158 - $197
2 Added 0.83%
244 $20,000
Q4 2022

Feb 01, 2023
BUY
$88.39 - $105.94 $265 - $317
3 Added 1.26%
242 $22,000
Q3 2022

Oct 21, 2022
BUY
$72.71 - $96.38 $290 - $385
4 Added 1.7%
239 $20,000
Q2 2022

Jul 19, 2022
BUY
$76.86 - $105.4 $76 - $105
1 Added 0.43%
235 $18,000
Q1 2022

Apr 25, 2022
BUY
$63.08 - $87.03 $126 - $174
2 Added 0.86%
234 $20,000
Q4 2021

Jan 20, 2022
BUY
$57.79 - $66.64 $115 - $133
2 Added 0.87%
232 $14,000
Q3 2021

Nov 01, 2021
BUY
$46.6 - $58.66 $93 - $117
2 Added 0.88%
230 $13,000
Q2 2021

Aug 02, 2021
BUY
$45.91 - $58.84 $45 - $58
1 Added 0.44%
228 $13,000
Q1 2021

Apr 22, 2021
BUY
$35.91 - $53.46 $35 - $53
1 Added 0.44%
227 $11,000
Q4 2020

Jan 27, 2021
BUY
$24.48 - $38.57 $24 - $38
1 Added 0.44%
226 $8,000
Q3 2020

Oct 26, 2020
BUY
$26.44 - $34.76 $105 - $139
4 Added 1.81%
225 $6,000
Q2 2020

Jul 22, 2020
BUY
$21.51 - $42.97 $4,753 - $9,496
221 New
221 $7,000

Others Institutions Holding IEO

# of Institutions
175
Shares Held
2.64M
Call Options Held
24.9K
Put Options Held
47.7K
View Full List

About ISHARES TR

IEO Quotes by TradingView
  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management LLC 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 High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Mark Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email