Axxcess Wealth Management, LLC Ishares Tr Residential And Mul Transaction History

Axxcess Wealth Management, LLC

$3.59 Billion
Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 10,516 shares of REZ stock, worth $863,468. This represents 0.03% of its overall portfolio holdings.

Number of Shares

10,516

Previous 40,868 74.27%

Holding current value

$863,468

Previous $3.31 Million 72.58%

% of portfolio

0.03%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 30, 2025	SELL	$78.21 - $88.48 $2.37 Million - $2.69 Million	-30,352 Reduced 74.27%	10,516 $908,000
Q4 2024 Feb 10, 2025	SELL	$79.04 - $89.77 $668,441 - $759,184	-8,457 Reduced 17.15%	40,868 $3.31 Million
Q3 2024 Nov 04, 2024	SELL	$76.42 - $91.19 $32.1 Million - $38.3 Million	-419,970 Reduced 89.49%	49,325 $4.38 Million
Q2 2024 Aug 09, 2024	BUY	$68.06 - $77.1 $1.11 Million - $1.26 Million	16,380 Added 3.62%	469,295 $36.1 Million
Q1 2024 May 14, 2024	BUY	$67.66 - $74.45 $1.46 Million - $1.61 Million	21,607 Added 5.01%	452,915 $32.6 Million
Q4 2023 Feb 06, 2024	SELL	$61.4 - $74.46 $736,922 - $893,668	-12,002 Reduced 2.71%	431,308 $31.7 Million
Q3 2023 Nov 14, 2023	BUY	$65.29 - $76.0 $28.9 Million - $33.7 Million	443,310 New	443,310 $29.2 Million

Others Institutions Holding REZ

# of Institutions

188

Shares Held

5.12M

Call Options Held

10.8K

Put Options Held

11.1K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

More about REZ

Track This Portfolio

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.

Account

Axxcess Wealth Management, LLC Ishares Tr Residential And Mul Transaction History