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 375 shares of IYR stock, worth $35,748. This represents 0.02% of its overall portfolio holdings.

Number of Shares
375
Previous 375 -0.0%
Holding current value
$35,748
Previous $38,000 10.53%
% 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
617
Shares Held
57.5M
Call Options Held
8.93M
Put Options Held
12.5M
View Full List

About ISHARES TR

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