Axxcess Wealth Management, LLC Ishares Russell Mid Cap ETF Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 12,090 shares of IWR stock, worth $1.1 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,090
Previous 12,142 0.43%
Holding current value
$1.1 Million
Previous $984,000 8.23%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$79.92 - $88.19 $4,155 - $4,585
-52 Reduced 0.43%
12,090 $1.07 Million
Q1 2024

May 14, 2024
BUY
$75.37 - $84.09 $228,371 - $254,792
3,030 Added 33.25%
12,142 $1.02 Million
Q3 2023

Nov 14, 2023
BUY
$68.54 - $75.91 $624,536 - $691,691
9,112 New
9,112 $631,000
Q1 2022

Aug 11, 2022
BUY
$72.29 - $82.89 $40,482 - $46,418
560 Added 21.75%
3,135 $245,000
Q4 2021

Aug 11, 2022
BUY
$78.41 - $85.28 $201,905 - $219,596
2,575 New
2,575 $214,000

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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