Axxcess Wealth Management, LLC Ishares Trishares 0 3 Mnth Tre Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 522,407 shares of SGOV stock, worth $52.6 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
522,407
Previous 660,834 20.95%
Holding current value
$52.6 Million
Previous $66.3 Million 20.67%
% of portfolio
1.47%
Previous 1.67%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$100.34 - $100.68 $13.9 Million - $13.9 Million
-138,427 Reduced 20.95%
522,407 $52.6 Million
Q4 2024

Feb 10, 2025
BUY
$100.16 - $100.7 $6.98 Million - $7.02 Million
69,735 Added 11.8%
660,834 $66.3 Million
Q3 2024

Nov 04, 2024
BUY
$100.3 - $100.74 $2.7 Million - $2.71 Million
26,943 Added 4.78%
591,099 $59.5 Million
Q2 2024

Aug 09, 2024
BUY
$100.29 - $100.75 $19 Million - $19.1 Million
189,563 Added 50.61%
564,156 $56.8 Million
Q1 2024

May 14, 2024
BUY
$100.29 - $100.71 $9.53 Million - $9.57 Million
95,020 Added 33.99%
374,593 $37.7 Million
Q4 2023

Feb 06, 2024
BUY
$100.05 - $100.73 $12.1 Million - $12.2 Million
120,911 Added 76.21%
279,573 $28 Million
Q3 2023

Nov 14, 2023
BUY
$100.2 - $100.67 $2.46 Million - $2.47 Million
24,551 Added 18.31%
158,662 $16 Million
Q2 2023

Aug 08, 2023
BUY
$100.18 - $100.63 $12.9 Million - $12.9 Million
128,646 Added 2354.0%
134,111 $13.5 Million
Q1 2023

May 03, 2023
BUY
$100.08 - $100.58 $546,937 - $549,669
5,465 New
5,465 $549,000

Others Institutions Holding SGOV

# of Institutions
844
Shares Held
119M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRISHARES 0-3 MNTH TRE

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