Axxcess Wealth Management, LLC Ishares Trust Ishares Esg Awar Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 35,640 shares of ESGD stock, worth $2.77 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
35,640
Previous 33,685 5.8%
Holding current value
$2.77 Million
Previous $2.65 Million 13.04%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 04, 2024
BUY
$75.63 - $84.89 $147,856 - $165,959
1,955 Added 5.8%
35,640 $3 Million
Q2 2024

Aug 09, 2024
BUY
$76.22 - $82.36 $1.12 Million - $1.21 Million
14,693 Added 77.36%
33,685 $2.65 Million
Q1 2024

May 14, 2024
BUY
$73.39 - $80.18 $176,356 - $192,672
2,403 Added 14.49%
18,992 $1.52 Million
Q4 2023

Feb 06, 2024
BUY
$65.9 - $75.7 $300,701 - $345,419
4,563 Added 37.94%
16,589 $1.25 Million
Q3 2023

Nov 14, 2023
BUY
$68.87 - $74.82 $222,450 - $241,668
3,230 Added 36.72%
12,026 $831,000
Q2 2023

Aug 08, 2023
SELL
$70.97 - $74.19 $58,266 - $60,909
-821 Reduced 8.54%
8,796 $641,000
Q1 2023

May 03, 2023
SELL
$66.27 - $72.39 $1.59 Million - $1.73 Million
-23,966 Reduced 71.36%
9,617 $690,000
Q4 2022

Feb 14, 2023
BUY
$55.83 - $67.96 $62,362 - $75,911
1,117 Added 3.44%
33,583 $2.21 Million
Q3 2022

Nov 14, 2022
SELL
$55.75 - $67.2 $52,070 - $62,764
-934 Reduced 2.8%
32,466 $1.82 Million
Q2 2022

Aug 11, 2022
BUY
$61.64 - $74.67 $856,980 - $1.04 Million
13,903 Added 71.31%
33,400 $2.1 Million
Q1 2022

Aug 11, 2022
BUY
$67.21 - $80.45 $104,041 - $124,536
1,548 Added 8.62%
19,497 $1.44 Million
Q4 2021

Aug 11, 2022
BUY
$76.64 - $82.32 $1.38 Million - $1.48 Million
17,949 New
17,949 $1.43 Million

Others Institutions Holding ESGD

# of Institutions
635
Shares Held
93.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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