High Mark Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

High Mark Wealth Management LLC

  • $217 Million
  • Q3 2025

A detailed history of High Mark Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, High Mark Wealth Management LLC holds 62 shares of IWD stock, worth $12,696. This represents 0.01% of its overall portfolio holdings.

Number of Shares
62
Previous 61 1.64%
Holding current value
$12,696
Previous $11,000 9.09%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$192.76 - $203.86 $192 - $203
1 Added 1.64%
62 $12,000
Q2 2025

Jul 21, 2025
BUY
$166.82 - $194.23 $10,176 - $11,848
61 New
61 $11,000
Q2 2021

Aug 02, 2021
SELL
$152.86 - $162.4 $4,585 - $4,872
-30 Closed
0 $0
Q4 2020

Jan 27, 2021
SELL
$115.84 - $136.73 $15,290 - $18,048
-132 Reduced 81.48%
30 $4,000
Q1 2020

Apr 30, 2020
BUY
$85.17 - $138.52 $85 - $138
1 Added 0.62%
162 $0
Q4 2019

Mar 19, 2020
BUY
$123.85 - $136.67 $19,939 - $22,003
161 New
161 $22,000

Others Institutions Holding IWD

# of Institutions
2,008
Shares Held
266M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track High Mark Wealth Management LLC Portfolio

Follow High Mark Wealth Management LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email