High Mark Wealth Management LLC Ishares Tr Transaction History

High Mark Wealth Management LLC

$161 Million
Q1 2024

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 997 shares of IHF stock, worth $51,225. This represents 0.03% of its overall portfolio holdings.

Number of Shares

997

Previous 199 401.01%

Holding current value

$51,225

Previous $52,000 3.85%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$53.16 - $270.62 $42,421 - $215,954	798 Added 401.01%	997 $54,000
Q4 2023 Jan 22, 2024	BUY	$243.41 - $265.01 $2,434 - $2,650	10 Added 5.29%	199 $52,000
Q1 2023 Apr 20, 2023	BUY	$241.82 - $268.07 $16,927 - $18,764	70 Added 58.82%	189 $46,000
Q3 2022 Oct 21, 2022	BUY	$258.21 - $286.75 $6,455 - $7,168	25 Added 26.6%	119 $30,000
Q2 2022 Jul 19, 2022	BUY	$239.35 - $295.88 $4,068 - $5,029	17 Added 22.08%	94 $24,000

Q3 2021 Nov 01, 2021	SELL	$255.78 - $273.21 $13,812 - $14,753	-54 Reduced 41.22%	77 $38,000
Q2 2020 Jul 22, 2020	BUY	$153.14 - $206.37 $918 - $1,238	6 Added 4.8%	131 $25,000
Q4 2019 Mar 19, 2020	BUY	$158.57 - $201.6 $19,821 - $25,200	125 New	125 $25,000

Others Institutions Holding IHF

# of Institutions

227

Shares Held

7.6M

Call Options Held

21.8K

Put Options Held

50.3K

View Full List

About ISHARES TR

Ticker IHF
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High Mark Wealth Management LLC Ishares Tr Transaction History