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

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

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 37,131 shares of ESGD stock, worth $3.27 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

37,131

Previous 41,682 10.92%

Holding current value

$3.27 Million

Previous $3.17 Million 4.41%

% of portfolio

0.08%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$75.32 - $84.77 $342,781 - $385,788	-4,551 Reduced 10.92%	37,131 $3.03 Million
Q4 2024 Feb 10, 2025	BUY	$75.65 - $83.47 $457,077 - $504,325	6,042 Added 16.95%	41,682 $3.17 Million
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

674

Shares Held

96.7M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES ESG AWAR

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