Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,328 shares of IYJ stock, worth $765,420. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,328

Holding current value

$765,420

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$115.07 - $142.31 $613,092 - $758,227	5,328 New	5,328 $758,000

Others Institutions Holding IYJ

# of Institutions

347

Shares Held

8.1M

Call Options Held

9.2K

Put Options Held

2.8K

Laurel Wealth Advisors LLC Charlotte, NC

1.76M
Shares

$254 Million
0.18% of portfolio
Morgan Stanley New York, NY

837K
Shares

$120 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

616K
Shares

$88.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

437K
Shares

$62.8 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

341K
Shares

$49 Million
1.01% of portfolio

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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Axxcess Wealth Management, LLC Ishares Tr Transaction History