Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 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 139,759 shares of IEFA stock, worth $11.5 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

139,759

Previous 98,404 42.03%

Holding current value

$11.5 Million

Previous $7.44 Million 56.73%

% of portfolio

0.29%

Previous 0.21%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$67.83 - $84.09 $2.81 Million - $3.48 Million	41,355 Added 42.03%	139,759 $11.7 Million
Q1 2025 Apr 30, 2025	SELL	$69.57 - $78.65 $893,139 - $1.01 Million	-12,838 Reduced 11.54%	98,404 $7.44 Million
Q4 2024 Feb 10, 2025	SELL	$70.06 - $77.43 $1.16 Million - $1.28 Million	-16,571 Reduced 12.97%	111,242 $7.82 Million
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

2,310

Shares Held

1.55B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
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Axxcess Wealth Management, LLC Ishares Tr Transaction History