Axxcess Wealth Management, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 64,520 shares of IEI stock, worth $7.61 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
64,520
Previous 64,766 0.38%
Holding current value
$7.61 Million
Previous $7.5 Million 0.67%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Aug 09, 2024
SELL
$113.43 - $115.88 $27,903 - $28,506
-246 Reduced 0.38%
64,520 $7.45 Million
Q1 2024

May 14, 2024
BUY
$114.97 - $117.54 $4.47 Million - $4.58 Million
38,923 Added 150.61%
64,766 $7.5 Million
Q4 2023

Feb 06, 2024
BUY
$111.61 - $117.37 $392,867 - $413,142
3,520 Added 15.77%
25,843 $3.03 Million
Q3 2023

Nov 14, 2023
BUY
$112.76 - $116.14 $2 Million - $2.06 Million
17,741 Added 387.19%
22,323 $2.53 Million
Q2 2023

Aug 08, 2023
SELL
$115.23 - $119.04 $12.2 Million - $12.6 Million
-105,632 Reduced 95.84%
4,582 $528,000
Q1 2023

May 03, 2023
BUY
$113.55 - $118.41 $401,739 - $418,934
3,538 Added 3.32%
110,214 $13 Million
Q4 2022

Feb 14, 2023
SELL
$112.33 - $116.76 $373,160 - $387,876
-3,322 Reduced 3.02%
106,676 $12.3 Million
Q3 2022

Nov 14, 2022
BUY
$113.35 - $121.3 $11.4 Million - $12.1 Million
100,154 Added 1017.41%
109,998 $12.6 Million
Q2 2022

Aug 11, 2022
BUY
$116.23 - $121.42 $10,344 - $10,806
89 Added 0.91%
9,844 $1.18 Million
Q1 2022

Aug 11, 2022
BUY
$121.42 - $128.17 $668,781 - $705,960
5,508 Added 129.69%
9,755 $1.19 Million
Q4 2021

Aug 11, 2022
BUY
$128.19 - $130.42 $544,422 - $553,893
4,247 New
4,247 $546,000

Others Institutions Holding IEI

# of Institutions
728
Shares Held
85.7M
Call Options Held
144K
Put Options Held
1.79M
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

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