Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 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 9,866 shares of HYG stock, worth $794,114. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,866

Previous 8,807 12.02%

Holding current value

$794,114

Previous $692,000 12.43%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$78.51 - $80.11 $83,142 - $84,836	1,059 Added 12.02%	9,866 $778,000
Q4 2024 Feb 10, 2025	SELL	$78.09 - $80.04 $1.29 Million - $1.32 Million	-16,504 Reduced 65.2%	8,807 $692,000
Q3 2024 Nov 04, 2024	BUY	$76.72 - $80.36 $67,897 - $71,118	885 Added 3.62%	25,311 $2.03 Million
Q2 2024 Aug 09, 2024	BUY	$75.68 - $77.45 $201,687 - $206,404	2,665 Added 12.25%	24,426 $1.88 Million
Q1 2024 May 14, 2024	SELL	$76.57 - $77.9 $607,353 - $617,902	-7,932 Reduced 26.71%	21,761 $1.69 Million
Q4 2023 Feb 06, 2024	BUY	$71.78 - $77.94 $2.13 Million - $2.31 Million	29,693 New	29,693 $2.3 Million
Q2 2023 Aug 08, 2023	BUY	$73.57 - $75.42 $626,595 - $642,352	8,517 Added 84.78%	18,563 $1.39 Million
Q1 2023 May 03, 2023	BUY	$73.04 - $77.2 $733,759 - $775,551	10,046 New	10,046 $758,000
Q1 2022 Aug 11, 2022	SELL	$79.97 - $86.97 $7.28 Million - $7.92 Million	-91,046 Closed	0 $0
Q4 2021 Aug 11, 2022	BUY	$85.37 - $87.5 $7.77 Million - $7.97 Million	91,046 New	91,046 $7.92 Million

Others Institutions Holding HYG

# of Institutions

1,187

Shares Held

250M

Call Options Held

111M

Put Options Held

515M

View Full List

About ISHARES TR

Ticker HYG
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Ishares Tr Transaction History