Axxcess Wealth Management, LLC Ishares Tr Us Broker Dealers & Transaction History

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 1,232 shares of IAI stock, worth $213,419. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,232
Previous 1,335 7.72%
Holding current value
$213,419
Previous $225,000 3.56%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$168.93 - $178.7 $17,399 - $18,406
-103 Reduced 7.72%
1,232 $217,000
Q2 2025

Jul 28, 2025
BUY
$122.04 - $169.14 $162,923 - $225,801
1,335 New
1,335 $225,000

Others Institutions Holding IAI

# of Institutions
200
Shares Held
6.48M
Call Options Held
8.9K
Put Options Held
34.5K
View Full List

About ISHARES TR US BROKER-DEALERS &

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