Axxcess Wealth Management, LLC Ishares Barclays Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 19,498 shares of IEF stock, worth $1.83 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

19,498

Previous 11,990 62.62%

Holding current value

$1.83 Million

Previous $1.12 Million 70.5%

% of portfolio

0.05%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$92.67 - $99.14 $695,766 - $744,343	7,508 Added 62.62%	19,498 $1.91 Million
Q2 2024 Aug 09, 2024	SELL	$91.24 - $94.6 $26,550 - $27,528	-291 Reduced 2.37%	11,990 $1.12 Million
Q1 2024 May 14, 2024	SELL	$93.54 - $96.82 $11.5 Million - $11.9 Million	-122,715 Reduced 90.9%	12,281 $1.16 Million
Q4 2023 Feb 06, 2024	BUY	$88.95 - $97.0 $2.63 Million - $2.86 Million	29,516 Added 27.98%	134,996 $13 Million
Q3 2023 Nov 14, 2023	BUY	$91.32 - $97.13 $5.06 Million - $5.38 Million	55,437 Added 110.78%	105,480 $9.66 Million
Q2 2023 Aug 08, 2023	SELL	$96.39 - $100.48 $314,135 - $327,464	-3,259 Reduced 6.11%	50,043 $4.83 Million
Q1 2023 May 03, 2023	BUY	$94.41 - $100.02 $3.82 Million - $4.04 Million	40,410 Added 313.45%	53,302 $5.28 Million
Q4 2022 Feb 14, 2023	SELL	$92.93 - $99.14 $221,080 - $235,854	-2,379 Reduced 15.58%	12,892 $1.23 Million
Q3 2022 Nov 14, 2022	SELL	$94.56 - $105.6 $6.16 Million - $6.88 Million	-65,113 Reduced 81.0%	15,271 $1.47 Million
Q2 2022 Aug 11, 2022	BUY	$98.15 - $106.65 $7.58 Million - $8.23 Million	77,200 Added 2424.62%	80,384 $8.22 Million
Q1 2022 Aug 11, 2022	SELL	$106.08 - $113.93 $1.12 Million - $1.2 Million	-10,547 Reduced 76.81%	3,184 $342,000
Q4 2021 Aug 11, 2022	BUY	$113.55 - $116.36 $1.56 Million - $1.6 Million	13,731 New	13,731 $1.58 Million

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

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About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Ishares Barclays Transaction History