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 23,193 shares of IYR stock, worth $2.24 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
23,193
Previous 23,190 0.01%
Holding current value
$2.24 Million
Previous $2.22 Million 0.99%
% of portfolio
0.05%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$84.48 - $96.25 $253 - $288
3 Added 0.01%
23,193 $2.2 Million
Q1 2025

Apr 30, 2025
SELL
$89.49 - $98.98 $68,817 - $76,115
-769 Reduced 3.21%
23,190 $2.22 Million
Q4 2024

Feb 10, 2025
BUY
$90.74 - $102.87 $2.17 Million - $2.46 Million
23,959 New
23,959 $2.23 Million

Others Institutions Holding IYR

# of Institutions
582
Shares Held
49.3M
Call Options Held
7.48M
Put Options Held
5.48M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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