Axxcess Wealth Management, LLC Ishares U.S. Consumer Staples Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$190.43 - $204.74 $192,524 - $206,992	1,011 New	1,011 $201,000

Others Institutions Holding IYK

# of Institutions

242

Shares Held

36.4M

Call Options Held

0

Put Options Held

0

Pgim Custom Harvest LLC Newark, NJ

1.47M
Shares

$94.8 Million
2.12% of portfolio
Lpl Financial LLC Fort Mill, SC

847K
Shares

$54.6 Million
0.03% of portfolio
Morgan Stanley New York, NY

847K
Shares

$54.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

786K
Shares

$50.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

538K
Shares

$34.7 Million
0.0% of portfolio

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.