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 302 shares of IYH stock, worth $18,231. This represents 0.01% of its overall portfolio holdings.

Number of Shares

302

Previous 301 0.33%

Holding current value

$18,231

Previous $19,000 10.53%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$57.53 - $65.24 $57 - $65	1 Added 0.33%	302 $17,000
Q3 2024 Oct 17, 2024	BUY	$60.29 - $66.38 $60 - $66	1 Added 0.33%	301 $19,000
Q1 2024 Apr 26, 2024	BUY	$60.83 - $309.78 $14,599 - $74,347	240 Added 400.0%	300 $18,000
Q4 2023 Jan 22, 2024	BUY	$257.23 - $286.28 $257 - $286	1 Added 1.69%	60 $17,000
Q2 2022 Jul 19, 2022	BUY	$249.77 - $300.0 $249 - $300	1 Added 1.72%	59 $16,000
Q2 2021 Aug 02, 2021	SELL	$251.53 - $273.61 $7,294 - $7,934	-29 Reduced 33.33%	58 $16,000
Q4 2020 Jan 27, 2021	SELL	$219.61 - $245.91 $1,317 - $1,475	-6 Reduced 6.45%	87 $21,000
Q3 2020 Oct 26, 2020	BUY	$217.29 - $234.25 $217 - $234	1 Added 1.09%	93 $21,000
Q2 2020 Jul 22, 2020	BUY	$180.66 - $222.47 $16,620 - $20,467	92 New	92 $20,000

Others Institutions Holding IYH

# of Institutions

552

Shares Held

24.4M

Call Options Held

5.3K

Put Options Held

500

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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High Mark Wealth Management LLC Ishares Tr Transaction History