Axxcess Wealth Management, LLC Ishares U S ETF Tr Int Rate He Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares U S ETF Tr Int Rate He stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 13,816 shares of HYGH stock, worth $1.19 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,816

Previous 13,312 3.79%

Holding current value

$1.19 Million

Previous $1.15 Million 2.44%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$85.06 - $87.69 $42,870 - $44,195	504 Added 3.79%	13,816 $1.18 Million
Q4 2024 Feb 10, 2025	BUY	$85.41 - $87.1 $167,061 - $170,367	1,956 Added 17.22%	13,312 $1.15 Million
Q3 2024 Nov 04, 2024	SELL	$81.98 - $86.24 $819 - $862	-10 Reduced 0.09%	11,356 $979,000
Q2 2024 Aug 09, 2024	BUY	$84.43 - $85.73 $26,426 - $26,833	313 Added 2.83%	11,366 $966,000
Q1 2024 May 14, 2024	SELL	$83.7 - $85.73 $37,413 - $38,321	-447 Reduced 3.89%	11,053 $947,000
Q4 2023 Feb 06, 2024	BUY	$81.79 - $85.15 $940,585 - $979,225	11,500 New	11,500 $966,000

Others Institutions Holding HYGH

# of Institutions

Shares Held

2.05M

Call Options Held

Put Options Held

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About ISHARES U S ETF TR INT RATE HE

Ticker HYGH
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Ishares U S ETF Tr Int Rate He Transaction History