High Mark Wealth Management LLC Ishares Tr Transaction History

High Mark Wealth Management LLC

  • $217 Million
  • Q3 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 375 shares of IYR stock, worth $35,580. This represents 0.02% of its overall portfolio holdings.

Number of Shares
375
Previous 375 -0.0%
Holding current value
$35,580
Previous $35,000 2.86%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 18, 2023
BUY
$77.12 - $89.86 $231 - $269
3 Added 0.81%
375 $29,000
Q2 2021

Aug 02, 2021
SELL
$93.58 - $104.97 $33,314 - $37,369
-356 Reduced 48.9%
372 $38,000
Q4 2019

Mar 19, 2020
BUY
$89.52 - $95.36 $65,170 - $69,422
728 New
728 $67,000

Others Institutions Holding IYR

# of Institutions
579
Shares Held
49.5M
Call Options Held
8.2M
Put Options Held
4.66M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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