Axxcess Wealth Management, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Axxcess Wealth Management, LLC

$4.58 Billion
Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 10,752 shares of IGEB stock, worth $490,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,752

Previous 10,687 0.61%

Holding current value

$490,613

Previous $485,000 2.06%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$44.82 - $46.28 $2,913 - $3,008	65 Added 0.61%	10,752 $495,000
Q2 2025 Jul 28, 2025	SELL	$43.65 - $45.44 $57,879 - $60,253	-1,326 Reduced 11.04%	10,687 $485,000
Q1 2025 Apr 30, 2025	BUY	$43.76 - $45.31 $80,912 - $83,778	1,849 Added 18.19%	12,013 $540,000
Q4 2024 Feb 10, 2025	SELL	$44.21 - $46.46 $12,113 - $12,730	-274 Reduced 2.63%	10,164 $450,000
Q3 2024 Nov 04, 2024	BUY	$43.99 - $46.63 $105,268 - $111,585	2,393 Added 29.75%	10,438 $485,000

Q2 2024 Aug 09, 2024	BUY	$43.4 - $44.71 $79,508 - $81,908	1,832 Added 29.49%	8,045 $356,000
Q1 2024 May 14, 2024	BUY	$44.2 - $45.3 $274,614 - $281,448	6,213 New	6,213 $278,000

Others Institutions Holding IGEB

# of Institutions

195

Shares Held

28.3M

Call Options Held

Put Options Held

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About ISHARES TR EDGE INVT GRADE ENH

Ticker IGEB
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Axxcess Wealth Management, LLC Ishares Tr Edge Invt Grade Enh Transaction History