Axim Planning & Wealth Ishares Tr Transaction History

Axim Planning & Wealth

$88.8 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	$36.07 - $45.64 $26,511 - $33,545	735 Added 2940.0%	760 $30,000
Q2 2022 Oct 13, 2022	BUY	$37.64 - $48.83 $941 - $1,220	25 New	25 $1,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$87.6 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$63.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$61.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.2 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$27.8 Million
0.0% of portfolio

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axim Planning & Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Axim Planning & Wealth with notifications on news.