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 7,317 shares of ICF stock, worth $447,215. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,317

Previous 6,859 6.68%

Holding current value

$447,215

Previous $413,000 8.96%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	BUY	$57.98 - $63.8 $26,554 - $29,220	458 Added 6.68%	7,317 $450,000
Q4 2024 Feb 10, 2025	BUY	$58.8 - $66.61 $33,868 - $38,367	576 Added 9.17%	6,859 $413,000
Q3 2024 Nov 04, 2024	BUY	$56.77 - $67.33 $10,956 - $12,994	193 Added 3.17%	6,283 $414,000
Q2 2024 Aug 09, 2024	BUY	$52.54 - $57.29 $34,939 - $38,097	665 Added 12.26%	6,090 $348,000
Q1 2024 May 14, 2024	BUY	$55.12 - $59.38 $40,623 - $43,763	737 Added 15.72%	5,425 $313,000
Q4 2023 Feb 06, 2024	BUY	$47.45 - $59.42 $4,412 - $5,526	93 Added 2.02%	4,688 $275,000
Q3 2023 Nov 14, 2023	BUY	$49.48 - $57.6 $227,360 - $264,672	4,595 New	4,595 $230,000
Q1 2022 Aug 11, 2022	SELL	$64.57 - $75.32 $197,907 - $230,855	-3,065 Closed	0 $0
Q4 2021 Aug 11, 2022	BUY	$65.59 - $76.08 $201,033 - $233,185	3,065 New	3,065 $233,000

Others Institutions Holding ICF

# of Institutions

398

Shares Held

22.7M

Call Options Held

4.8K

Put Options Held

View Full List

About ISHARES TR

Ticker ICF
Sector ETFs
Industry ETFs

More about ICF

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 Tr Transaction History