Axxcess Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 2,861 shares of IVE stock, worth $545,306. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,861
Previous 14,286 79.97%
Holding current value
$545,306
Previous $2.73 Million 80.01%
% of portfolio
0.02%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$185.78 - $198.58 $2.12 Million - $2.27 Million
-11,425 Reduced 79.97%
2,861 $545,000
Q4 2024

Feb 10, 2025
BUY
$189.5 - $206.17 $655,291 - $712,935
3,458 Added 31.94%
14,286 $2.73 Million
Q3 2024

Nov 04, 2024
BUY
$181.06 - $197.17 $625,381 - $681,025
3,454 Added 46.84%
10,828 $2.13 Million
Q2 2024

Aug 09, 2024
SELL
$176.58 - $186.7 $298,243 - $315,336
-1,689 Reduced 18.64%
7,374 $1.34 Million
Q1 2024

May 14, 2024
BUY
$171.09 - $186.81 $472,550 - $515,969
2,762 Added 43.83%
9,063 $1.69 Million
Q4 2023

Feb 06, 2024
SELL
$147.64 - $174.21 $256,007 - $302,080
-1,734 Reduced 21.58%
6,301 $1.1 Million
Q3 2023

Nov 14, 2023
SELL
$153.33 - $166.75 $34,652 - $37,685
-226 Reduced 2.74%
8,035 $1.24 Million
Q2 2023

Aug 08, 2023
SELL
$149.72 - $161.19 $85,190 - $91,717
-569 Reduced 6.44%
8,261 $1.33 Million
Q1 2023

May 03, 2023
SELL
$144.21 - $159.47 $307,888 - $340,468
-2,135 Reduced 19.47%
8,830 $1.34 Million
Q4 2022

Feb 14, 2023
SELL
$129.68 - $151.79 $52,390 - $61,323
-404 Reduced 3.55%
10,965 $1.59 Million
Q3 2022

Nov 14, 2022
BUY
$128.52 - $150.96 $21,719 - $25,512
169 Added 1.51%
11,369 $1.46 Million
Q2 2022

Aug 11, 2022
BUY
$133.27 - $158.52 $1.49 Million - $1.78 Million
11,200 New
11,200 $1.54 Million

Others Institutions Holding IVE

# of Institutions
1,696
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

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