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 $1.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,816

Previous 13,312 3.79%

Holding current value

$1.2 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

2.11M

Call Options Held

Put Options Held

View Full List

About ISHARES U S ETF TR INT RATE HE

Ticker HYGH
Sector ETFs
Industry ETFs

More about HYGH

Track This Portfolio

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.

Account

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