A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 6,283 shares of ICF stock, worth $399,033. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,283
Previous 6,090 3.17%
Holding current value
$399,033
Previous $348,000 18.97%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker ICF
  • Sector ETFs
  • Industry ETFs
More about ICF
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.