Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 8,458 shares of DVY stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,458
Previous 7,375 14.68%
Holding current value
$1.1 Million
Previous $892,000 28.03%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$119.99 - $135.74 $129,949 - $147,006
1,083 Added 14.68%
8,458 $1.14 Million
Q2 2024

Aug 09, 2024
SELL
$115.73 - $125.75 $1,735 - $1,886
-15 Reduced 0.2%
7,375 $892,000
Q1 2024

May 14, 2024
BUY
$113.31 - $123.18 $12,124 - $13,180
107 Added 1.47%
7,390 $910,000
Q4 2023

Feb 06, 2024
SELL
$102.97 - $119.06 $30,067 - $34,765
-292 Reduced 3.85%
7,283 $853,000
Q3 2023

Nov 14, 2023
BUY
$107.44 - $118.16 $813,858 - $895,062
7,575 New
7,575 $815,000

Others Institutions Holding DVY

# of Institutions
1,360
Shares Held
70.5M
Call Options Held
1.1M
Put Options Held
383K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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