Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 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 127,813 shares of IEFA stock, worth $8.98 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

127,813

Previous 122,585 4.26%

Holding current value

$8.98 Million

Previous $8.9 Million 12.03%

% of portfolio

0.26%

Previous 0.25%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$70.09 - $78.74 $366,430 - $411,652	5,228 Added 4.26%	127,813 $9.98 Million
Q2 2024 Aug 09, 2024	BUY	$70.77 - $76.19 $431,697 - $464,759	6,100 Added 5.24%	122,585 $8.9 Million
Q1 2024 May 14, 2024	BUY	$68.14 - $74.43 $601,131 - $656,621	8,822 Added 8.19%	116,485 $8.65 Million
Q4 2023 Feb 06, 2024	SELL	$61.3 - $70.47 $140,438 - $161,446	-2,291 Reduced 2.08%	107,663 $7.57 Million
Q3 2023 Nov 14, 2023	BUY	$64.04 - $69.58 $1.35 Million - $1.46 Million	21,015 Added 23.63%	109,954 $7.08 Million
Q2 2023 Aug 08, 2023	BUY	$66.03 - $69.1 $1.97 Million - $2.06 Million	29,760 Added 50.29%	88,939 $6 Million
Q1 2023 May 03, 2023	SELL	$62.17 - $67.7 $887,476 - $966,417	-14,275 Reduced 19.43%	59,179 $3.96 Million
Q4 2022 Feb 16, 2023	SELL	$52.35 - $63.65 $1,622 - $1,973	-31 Reduced 0.04%	73,454 $4.53 Million
Q4 2022 Feb 14, 2023	BUY	$52.35 - $63.65 $818,125 - $994,722	15,628 Added 27.01%	73,485 $4.53 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $37,722 - $45,495	721 Added 1.26%	57,857 $3.05 Million
Q2 2022 Aug 11, 2022	BUY	$57.91 - $70.46 $19,689 - $23,956	340 Added 0.6%	57,136 $3.36 Million
Q1 2022 Aug 11, 2022	BUY	$63.26 - $75.48 $15,815 - $18,870	250 Added 0.44%	56,796 $3.95 Million
Q4 2021 Aug 11, 2022	BUY	$72.36 - $77.76 $4.09 Million - $4.4 Million	56,546 New	56,546 $4.22 Million

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
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Axxcess Wealth Management, LLC Ishares Tr Transaction History