Axxcess Wealth Management, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	SELL	$50.83 - $52.07 $771,243 - $790,058	-15,173 Reduced 43.24%	19,914 $1.03 Million
Q4 2023 Feb 06, 2024	SELL	$47.27 - $52.23 $58,520 - $64,660	-1,238 Reduced 3.41%	35,087 $1.82 Million
Q3 2023 Nov 14, 2023	SELL	$48.57 - $50.82 $39,438 - $41,265	-812 Reduced 2.19%	36,325 $1.77 Million
Q2 2023 Aug 08, 2023	SELL	$50.09 - $51.62 $489,279 - $504,224	-9,768 Reduced 20.83%	37,137 $1.88 Million
Q1 2023 May 03, 2023	BUY	$49.38 - $52.0 $140,288 - $147,732	2,841 Added 6.45%	46,905 $2.41 Million
Q4 2022 Feb 16, 2023	SELL	$47.0 - $50.83 $2,397 - $2,592	-51 Reduced 0.12%	44,064 $2.18 Million
Q4 2022 Feb 14, 2023	BUY	$47.0 - $50.83 $1.73 Million - $1.87 Million	36,792 Added 502.42%	44,115 $2.18 Million
Q3 2022 Nov 14, 2022	SELL	$47.86 - $52.82 $28,572 - $31,533	-597 Reduced 7.54%	7,323 $354,000
Q2 2022 Aug 11, 2022	BUY	$49.95 - $54.8 $13,486 - $14,796	270 Added 3.53%	7,920 $404,000
Q1 2022 Aug 11, 2022	BUY	$54.28 - $58.95 $115,345 - $125,268	2,125 Added 38.46%	7,650 $420,000
Q4 2021 Aug 11, 2022	BUY	$58.91 - $60.23 $325,477 - $332,770	5,525 New	5,525 $327,000

Others Institutions Holding IGIB

# of Institutions

640

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

Financial Engines Advisors L.L.C. Santa Clara, CA

54.5M
Shares

$2.86 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$564 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$443 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$390 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$380 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
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