Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 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 7,030 shares of IHE stock, worth $479,024. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,030
Previous 5,001 40.57%
Holding current value
$479,024
Previous $328,000 51.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 30, 2025
BUY
$65.36 - $72.85 $132,615 - $147,812
2,029 Added 40.57%
7,030 $496,000
Q4 2024

Feb 10, 2025
BUY
$65.15 - $71.86 $104,696 - $115,479
1,607 Added 47.35%
5,001 $328,000
Q3 2024

Nov 04, 2024
BUY
$65.61 - $72.86 $1,115 - $1,238
17 Added 0.5%
3,394 $239,000
Q2 2024

Aug 09, 2024
BUY
$62.73 - $67.4 $940 - $1,011
15 Added 0.45%
3,377 $223,000
Q1 2024

May 14, 2024
BUY
$66.67 - $208.65 $149,740 - $468,627
2,246 Added 201.25%
3,362 $228,000
Q4 2023

Feb 06, 2024
BUY
$166.63 - $185.76 $185,959 - $207,308
1,116 New
1,116 $206,000
Q4 2022

Feb 14, 2023
BUY
$55.99 - $189.96 $61,589 - $208,956
1,100 New
1,100 $204,000

Others Institutions Holding IHE

# of Institutions
164
Shares Held
5.49M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES TR

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