Axxcess Wealth Management, LLC Ishares Tr Core Conservative A Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 09, 2024	BUY	$35.66 - $37.13 $47,285 - $49,234	1,326 Added 19.98%	7,964 $294,000
Q1 2024 May 14, 2024	SELL	$35.65 - $36.85 $2,388 - $2,468	-67 Reduced 1.0%	6,638 $244,000
Q4 2023 Feb 06, 2024	SELL	$33.17 - $36.3 $86,407 - $94,561	-2,605 Reduced 27.98%	6,705 $242,000
Q3 2023 Nov 14, 2023	BUY	$33.87 - $35.64 $315,329 - $331,808	9,310 New	9,310 $316,000
Q3 2022 Nov 14, 2022	BUY	$32.47 - $35.96 $32 - $35	1 Added 0.01%	8,128 $265,000
Q2 2022 Aug 11, 2022	BUY	$33.89 - $37.78 $39,752 - $44,315	1,173 Added 16.87%	8,127 $281,000
Q1 2022 Aug 11, 2022	SELL	$36.82 - $39.84 $484,367 - $524,095	-13,155 Reduced 65.42%	6,954 $262,000
Q4 2021 Aug 11, 2022	BUY	$39.36 - $40.4 $791,490 - $812,403	20,109 New	20,109 $805,000

Others Institutions Holding AOK

# of Institutions

166

Shares Held

4.78M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE CONSERVATIVE A

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