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 7,063 shares of IHE stock, worth $523,933. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,063

Previous 7,030 0.47%

Holding current value

$523,933

Previous $496,000 6.85%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$61.0 - $68.22 $2,013 - $2,251	33 Added 0.47%	7,063 $462,000
Q1 2025 Apr 30, 2025	BUY	$65.36 - $72.85 $132,615 - $147,812	2,029 Added 40.57%	7,030 $496,000
Q4 2024 Feb 10, 2025	BUY	$65.15 - $71.86 $104,696 - $115,479	1,607 Added 47.35%	5,001 $328,000
Q3 2024 Nov 04, 2024	BUY	$65.61 - $72.86 $1,115 - $1,238	17 Added 0.5%	3,394 $239,000
Q2 2024 Aug 09, 2024	BUY	$62.73 - $67.4 $940 - $1,011	15 Added 0.45%	3,377 $223,000
Q1 2024 May 14, 2024	BUY	$66.67 - $208.65 $149,740 - $468,627	2,246 Added 201.25%	3,362 $228,000
Q4 2023 Feb 06, 2024	BUY	$166.63 - $185.76 $185,959 - $207,308	1,116 New	1,116 $206,000
Q4 2022 Feb 14, 2023	BUY	$55.99 - $189.96 $61,589 - $208,956	1,100 New	1,100 $204,000

Others Institutions Holding IHE

# of Institutions

151

Shares Held

4.79M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Ishares Tr Transaction History