Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 7,051 shares of DVY stock, worth $995,671. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,051

Previous 7,084 0.47%

Holding current value

$995,671

Previous $951,000 1.58%

% of portfolio

0.02%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$118.37 - $134.86 $3,906 - $4,450	-33 Reduced 0.47%	7,051 $936,000
Q1 2025 Apr 30, 2025	BUY	$128.58 - $138.1 $15,943 - $17,124	124 Added 1.78%	7,084 $951,000
Q4 2024 Feb 10, 2025	SELL	$129.55 - $143.41 $194,065 - $214,828	-1,498 Reduced 17.71%	6,960 $913,000
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

1,481

Shares Held

70.7M

Call Options Held

1.13M

Put Options Held

114K

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About ISHARES TR

Ticker DVY
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Ishares Tr Transaction History