Axxcess Wealth Management, LLC Ishares Esg Aware Msci Usa Sma Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Esg Aware Msci Usa Sma stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 27,229 shares of ESML stock, worth $1.13 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
27,229
Previous 27,683 1.64%
Holding current value
$1.13 Million
Previous $1.11 Million 5.92%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$36.99 - $39.96 $16,793 - $18,141
-454 Reduced 1.64%
27,229 $1.05 Million
Q1 2024

May 14, 2024
BUY
$36.33 - $40.27 $14,858 - $16,470
409 Added 1.5%
27,683 $1.11 Million
Q4 2023

Feb 06, 2024
BUY
$30.96 - $38.59 $296,380 - $369,422
9,573 Added 54.08%
27,274 $1.04 Million
Q3 2023

Nov 14, 2023
BUY
$33.21 - $37.37 $14,645 - $16,480
441 Added 2.56%
17,701 $595,000
Q2 2023

Aug 08, 2023
SELL
$32.46 - $35.52 $46,125 - $50,473
-1,421 Reduced 7.61%
17,260 $613,000
Q1 2023

May 03, 2023
SELL
$32.27 - $37.51 $63,539 - $73,857
-1,969 Reduced 9.54%
18,681 $634,000
Q4 2022

Feb 14, 2023
SELL
$31.03 - $35.26 $13,032 - $14,809
-420 Reduced 1.99%
20,650 $678,000
Q3 2022

Nov 14, 2022
BUY
$30.47 - $36.87 $17,489 - $21,163
574 Added 2.8%
21,070 $646,000
Q2 2022

Aug 11, 2022
BUY
$30.34 - $38.42 $88,471 - $112,032
2,916 Added 16.59%
20,496 $646,000
Q1 2022

Aug 11, 2022
BUY
$35.57 - $40.83 $51,398 - $58,999
1,445 Added 8.96%
17,580 $669,000
Q4 2021

Aug 11, 2022
BUY
$38.24 - $42.82 $617,002 - $690,900
16,135 New
16,135 $651,000

Others Institutions Holding ESML

# of Institutions
401
Shares Held
33.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG AWARE MSCI USA SMA

ESML Quotes by TradingView
  • Ticker ESML
  • Sector ETFs
  • Industry ETFs
More about ESML
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email