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

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

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 49,325 shares of REZ stock, worth $4.28 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

49,325

Previous 469,295 89.49%

Holding current value

$4.28 Million

Previous $36.1 Million 87.87%

% of portfolio

0.11%

Previous 1.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

167

Shares Held

7.33M

Call Options Held

6.7K

Put Options Held

10.8K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

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