Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

  • $3.96 Billion
  • Q4 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 5,001 shares of IHE stock, worth $359,821. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,001
Previous 3,394 47.35%
Holding current value
$359,821
Previous $239,000 37.24%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
166
Shares Held
5.61M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email