Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

  • $3.47 Billion
  • Q1 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 407,759 shares of ITB stock, worth $41.2 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
407,759
Previous 428,529 4.85%
Holding current value
$41.2 Million
Previous $43.6 Million 8.29%
% of portfolio
1.36%
Previous 1.28%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$97.53 - $115.77 $2.03 Million - $2.4 Million
-20,770 Reduced 4.85%
407,759 $47.2 Million
Q4 2023

Feb 06, 2024
SELL
$71.4 - $102.59 $836,451 - $1.2 Million
-11,715 Reduced 2.66%
428,529 $43.6 Million
Q3 2023

Nov 14, 2023
BUY
$77.76 - $89.31 $34.2 Million - $39.3 Million
440,244 New
440,244 $34.6 Million
Q1 2022

Aug 11, 2022
SELL
$59.26 - $81.62 $897,433 - $1.24 Million
-15,144 Closed
0 $0
Q4 2021

Aug 11, 2022
BUY
$66.2 - $83.04 $1 Million - $1.26 Million
15,144 New
15,144 $1.26 Million

Others Institutions Holding ITB

# of Institutions
386
Shares Held
18.3M
Call Options Held
1.63M
Put Options Held
8.68M
View Full List

About ISHARES TR

ITB Quotes by TradingView
  • Ticker ITB
  • Sector ETFs
  • Industry ETFs
More about ITB
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email