High Mark Wealth Management LLC Ishares Trust Ishares 1 5 Year Transaction History

High Mark Wealth Management LLC

  • $182 Million
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024
BUY
$49.4 - $51.28 $148 - $153
3 Added 1.49%
205 $10,000
Q3 2023

Oct 18, 2023
BUY
$49.74 - $50.37 $99 - $100
2 Added 1.0%
202 $10,000
Q2 2023

Jul 26, 2023
SELL
$50.02 - $50.76 $29,211 - $29,643
-584 Reduced 74.49%
200 $10,000
Q1 2023

Apr 20, 2023
BUY
$49.56 - $50.75 $3,370 - $3,451
68 Added 9.5%
784 $39,000
Q4 2022

Feb 01, 2023
BUY
$48.63 - $50.19 $5,397 - $5,571
111 Added 18.35%
716 $35,000
Q3 2022

Oct 21, 2022
SELL
$49.08 - $51.27 $23,362 - $24,404
-476 Reduced 44.03%
605 $30,000
Q2 2022

Jul 19, 2022
BUY
$49.84 - $51.62 $1,594 - $1,651
32 Added 3.05%
1,081 $55,000
Q1 2022

Apr 25, 2022
BUY
$51.49 - $53.86 $6,230 - $6,517
121 Added 13.04%
1,049 $54,000
Q4 2021

Jan 20, 2022
BUY
$53.82 - $54.66 $7,427 - $7,543
138 Added 17.47%
928 $50,000
Q3 2021

Nov 01, 2021
BUY
$54.6 - $54.92 $11,466 - $11,533
210 Added 36.21%
790 $43,000
Q2 2021

Aug 02, 2021
BUY
$54.57 - $54.92 $31,650 - $31,853
580 New
580 $32,000

Others Institutions Holding IGSB

# of Institutions
976
Shares Held
316M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

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  • Ticker IGSB
  • Sector ETFs
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