Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 102,883 shares of IDV stock, worth $3.05 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
102,883
Holding current value
$3.05 Million
% of portfolio
0.08%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$26.94 - $30.1 $2.77 Million - $3.1 Million
102,883 New
102,883 $2.85 Million
Q1 2023

May 03, 2023
SELL
$26.54 - $29.5 $32,113 - $35,695
-1,210 Reduced 12.87%
8,189 $225,000
Q4 2022

Feb 14, 2023
SELL
$22.26 - $27.56 $36,150 - $44,757
-1,624 Reduced 14.73%
9,399 $255,000
Q3 2022

Nov 14, 2022
SELL
$22.53 - $28.47 $17,663 - $22,320
-784 Reduced 6.64%
11,023 $248,000
Q2 2022

Aug 11, 2022
SELL
$26.84 - $32.0 $342,344 - $408,160
-12,755 Reduced 51.93%
11,807 $321,000
Q1 2022

Aug 11, 2022
BUY
$29.99 - $33.33 $171,242 - $190,314
5,710 Added 30.29%
24,562 $780,000
Q4 2021

Aug 11, 2022
BUY
$29.77 - $31.71 $561,224 - $597,796
18,852 New
18,852 $588,000

Others Institutions Holding IDV

# of Institutions
465
Shares Held
82.4M
Call Options Held
24.7K
Put Options Held
23.3K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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