High Mark Wealth Management LLC Ishares Tr Transaction History

High Mark Wealth Management LLC

$173 Million
Q4 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 115 shares of IYY stock, worth $16,955. This represents 0.01% of its overall portfolio holdings.

Number of Shares

115

Previous 115 -0.0%

Holding current value

$16,955

Previous $16,000 -0.0%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 29, 2024	BUY	$120.85 - $132.7 $120 - $132	1 Added 0.88%	115 $15,000
Q4 2023 Jan 22, 2024	BUY	$99.95 - $116.88 $99 - $116	1 Added 0.88%	114 $13,000
Q4 2022 Feb 01, 2023	BUY	$87.49 - $99.71 $87 - $99	1 Added 0.89%	113 $10,000
Q2 2022 Jul 19, 2022	BUY	$89.32 - $112.61 $89 - $112	1 Added 0.9%	112 $10,000
Q3 2021 Nov 01, 2021	BUY	$106.77 - $113.98 $106 - $113	1 Added 0.91%	111 $12,000
Q4 2020 Jan 27, 2021	BUY	$81.36 - $94.32 $4,474 - $5,187	55 Added 100.0%	110 $10,000
Q3 2020 Oct 26, 2020	BUY	$76.94 - $88.82 $76 - $88	1 Added 1.85%	55 $9,000
Q1 2020 Apr 30, 2020	BUY	$54.71 - $84.04 $54 - $84	1 Added 1.89%	54 $0
Q4 2019 Mar 19, 2020	BUY	$71.59 - $80.04 $3,794 - $4,242	53 New	53 $8,000

Others Institutions Holding IYY

# of Institutions

267

Shares Held

3.57M

Call Options Held

5.6K

Put Options Held

100

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About ISHARES TR

Ticker IYY
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High Mark Wealth Management LLC Ishares Tr Transaction History