High Mark Wealth Management LLC Ishares Tr Transaction History
High Mark Wealth Management LLC
- $198 Million
- Q2 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 176 shares of IEO stock, worth $15,310. This represents 0.01% of its overall portfolio holdings.
Number of Shares
176
Previous 175
0.57%
Holding current value
$15,310
Previous $16,000
6.25%
% of portfolio
0.01%
Previous 0.01%
Shares
19 transactions
Others Institutions Holding IEO
# of Institutions
169Shares Held
2.35MCall Options Held
37.3KPut Options Held
28.2K-
Morgan Stanley New York, NY401KShares$34.9 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC146KShares$12.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA115KShares$10 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC114KShares$9.88 Million0.0% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA81.5KShares$7.09 Million0.06% of portfolio