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

Axxcess Wealth Management, LLC

$3.47 Billion
Q1 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

241

Shares Held

10.1M

Call Options Held

10.4K

Put Options Held

0

Pgim Custom Harvest LLC Newark, NJ

1.46M
Shares

$95.6 Million
2.48% of portfolio
Morgan Stanley New York, NY

880K
Shares

$57.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

861K
Shares

$56.4 Million
0.03% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

683K
Shares

$44.7 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

597K
Shares

$39.1 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.