Axxcess Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares, Inc. Ishares Esg Awar stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 37,673 shares of ESGE stock, worth $1.34 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

37,673

Previous 26,712 41.03%

Holding current value

$1.34 Million

Previous $972,000 29.32%

% of portfolio

0.03%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$33.39 - $37.66 $365,987 - $412,791	10,961 Added 41.03%	37,673 $1.26 Million
Q3 2024 Nov 04, 2024	BUY	$32.04 - $37.11 $15,251 - $17,664	476 Added 1.81%	26,712 $972,000
Q2 2024 Aug 09, 2024	SELL	$31.14 - $34.36 $1.1 Million - $1.22 Million	-35,437 Reduced 57.46%	26,236 $879,000
Q1 2024 May 14, 2024	BUY	$29.99 - $32.59 $37,817 - $41,095	1,261 Added 2.09%	61,673 $1.99 Million
Q4 2023 Feb 06, 2024	BUY	$29.26 - $32.06 $586,428 - $642,546	20,042 Added 49.65%	60,412 $1.94 Million
Q3 2023 Nov 14, 2023	BUY	$30.17 - $33.62 $14,541 - $16,204	482 Added 1.21%	40,370 $1.22 Million
Q2 2023 Aug 08, 2023	SELL	$30.3 - $32.81 $110,595 - $119,756	-3,650 Reduced 8.38%	39,888 $1.26 Million
Q1 2023 May 03, 2023	BUY	$29.58 - $33.94 $451,775 - $518,365	15,273 Added 54.04%	43,538 $1.37 Million
Q4 2022 Feb 14, 2023	BUY	$26.89 - $31.56 $4,893 - $5,743	182 Added 0.65%	28,265 $849,000
Q3 2022 Nov 14, 2022	SELL	$27.67 - $32.89 $61,842 - $73,509	-2,235 Reduced 7.37%	28,083 $777,000
Q2 2022 Aug 11, 2022	BUY	$31.92 - $38.05 $161,004 - $191,924	5,044 Added 19.96%	30,318 $980,000
Q1 2022 Aug 11, 2022	BUY	$33.66 - $41.37 $75,095 - $92,296	2,231 Added 9.68%	25,274 $928,000
Q4 2021 Aug 11, 2022	BUY	$38.5 - $43.37 $887,155 - $999,374	23,043 New	23,043 $916,000

Others Institutions Holding ESGE

# of Institutions

569

Shares Held

99.1M

Call Options Held

Put Options Held

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About ISHARES, INC. ISHARES ESG AWAR

Ticker ESGE
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Axxcess Wealth Management, LLC Ishares, Inc. Ishares Esg Awar Transaction History