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 116 shares of IYY stock, worth $18,941. This represents 0.01% of its overall portfolio holdings.

Number of Shares

116

Previous 116 -0.0%

Holding current value

$18,941

Previous $17,000 5.88%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$134.05 - $149.75 $134 - $149	1 Added 0.87%	116 $15,000
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

292

Shares Held

3.74M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of High Mark Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on High Mark Wealth Management LLC with notifications on news.

Account

High Mark Wealth Management LLC Ishares Tr Transaction History