Axxcess Wealth Management, LLC Ishares Russell2000 Val ETF Transaction History

Axxcess Wealth Management, LLC

  • $3.47 Billion
  • Q1 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,677 shares of IWN stock, worth $254,099. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,677
Previous 3,026 44.58%
Holding current value
$254,099
Previous $470,000 43.4%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$145.61 - $158.81 $196,427 - $214,234
-1,349 Reduced 44.58%
1,677 $266,000
Q4 2023

Feb 06, 2024
BUY
$125.51 - $158.2 $174,960 - $220,530
1,394 Added 85.42%
3,026 $470,000
Q3 2023

Nov 14, 2023
BUY
$133.8 - $151.24 $218,361 - $246,823
1,632 New
1,632 $221,000

Others Institutions Holding IWN

# of Institutions
1,009
Shares Held
59.9M
Call Options Held
468K
Put Options Held
254K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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