IMTM — ISHARES TR

Ownership history in HighMark Wealth Management LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which HighMark Wealth Management LLC reported a position in ISHARES TR (IMTM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 7 — — 0.00% $345 $46.21
% of Fund (quarterly)    IMTM price (monthly, adj. close)

Other funds also holding IMTM

As of 2025 Q4 — sorted by position size

Shore Point Advisors, LLC 3Y 7.45% Solano Wealth Investment Advisors LLC 4.79% Armbruster Capital Management, Inc. 3Y 7Y 3.66% Straight Path Wealth Management 3Y 3.66% Meredith Wealth Planning 3Y 3.4% Financial Freedom, LLC 3Y 3.14% Tacita Capital Inc 3Y 3.03% AdvisorShares Investments LLC 3Y 2.8% CGC Financial Services, LLC 2.65% Symmetry Partners, LLC 3Y 7Y 2.51%
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