Axxcess Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 3,927 shares of IWB stock, worth $1.29 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,927

Previous 3,900 0.69%

Holding current value

$1.29 Million

Previous $1.23 Million 3.18%

% of portfolio

0.03%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$311.11 - $335.64 $8,399 - $9,062	27 Added 0.69%	3,927 $1.27 Million
Q3 2024 Nov 04, 2024	BUY	$283.28 - $314.39 $42,491 - $47,158	150 Added 4.0%	3,900 $1.23 Million
Q2 2024 Aug 09, 2024	SELL	$272.21 - $298.72 $56,891 - $62,432	-209 Reduced 5.28%	3,750 $1.12 Million
Q1 2024 May 14, 2024	BUY	$257.46 - $288.1 $45,570 - $50,993	177 Added 4.68%	3,959 $1.14 Million
Q4 2023 Feb 06, 2024	BUY	$225.16 - $263.17 $36,025 - $42,107	160 Added 4.42%	3,782 $991,000
Q3 2023 Nov 14, 2023	BUY	$234.05 - $252.17 $640,360 - $689,937	2,736 Added 308.8%	3,622 $850,000
Q2 2023 Aug 08, 2023	BUY	$221.85 - $243.74 $196,559 - $215,953	886 New	886 $215,000
Q2 2022 Aug 11, 2022	SELL	$201.03 - $253.2 $291,292 - $366,886	-1,449 Closed	0 $0
Q1 2022 Aug 11, 2022	BUY	$230.48 - $266.11 $333,965 - $385,593	1,449 New	1,449 $362,000

Others Institutions Holding IWB

# of Institutions

1,465

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Axxcess Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History