Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 24,048 shares of SHV stock, worth $2.65 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,048
Previous 37,499 35.87%
Holding current value
$2.65 Million
Previous $4.14 Million 35.8%
% of portfolio
0.07%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$110.05 - $110.63 $1.48 Million - $1.49 Million
-13,451 Reduced 35.87%
24,048 $2.66 Million
Q2 2024

Aug 09, 2024
BUY
$110.04 - $110.51 $557,902 - $560,285
5,070 Added 15.63%
37,499 $4.14 Million
Q1 2024

May 14, 2024
BUY
$110.11 - $110.57 $18,388 - $18,465
167 Added 0.52%
32,429 $3.58 Million
Q4 2023

Feb 06, 2024
BUY
$109.86 - $110.59 $1.06 Million - $1.06 Million
9,615 Added 42.46%
32,262 $3.55 Million
Q3 2023

Nov 14, 2023
SELL
$109.99 - $110.5 $3.78 Million - $3.8 Million
-34,386 Reduced 60.29%
22,647 $2.5 Million
Q2 2023

Aug 08, 2023
SELL
$110.0 - $110.45 $1.26 Million - $1.26 Million
-11,448 Reduced 16.72%
57,033 $6.3 Million
Q1 2023

May 03, 2023
SELL
$109.94 - $110.5 $1.21 Million - $1.21 Million
-10,995 Reduced 13.83%
68,481 $7.57 Million
Q4 2022

Feb 14, 2023
SELL
$109.74 - $110.1 $1.66 Million - $1.67 Million
-15,166 Reduced 16.02%
79,476 $8.74 Million
Q3 2022

Nov 14, 2022
SELL
$109.92 - $110.13 $1.21 Million - $1.21 Million
-11,025 Reduced 10.43%
94,642 $10.4 Million
Q2 2022

Aug 11, 2022
BUY
$109.96 - $110.28 $11.3 Million - $11.4 Million
102,947 Added 3784.82%
105,667 $11.6 Million
Q1 2022

Aug 11, 2022
SELL
$110.22 - $110.4 $440,880 - $441,600
-4,000 Reduced 59.52%
2,720 $300,000
Q4 2021

Aug 11, 2022
BUY
$110.39 - $110.47 $741,820 - $742,358
6,720 New
6,720 $742,000

Others Institutions Holding SHV

# of Institutions
725
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

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