Axxcess Wealth Management, LLC Ishares Tr Dow Jones Us Medica Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Dow Jones Us Medica stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 78,292 shares of IHI stock, worth $5 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

78,292

Previous 78,349 0.07%

Holding current value

$5 Million

Previous $4.64 Million 1.53%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$57.38 - $61.11 $3,270 - $3,483	-57 Reduced 0.07%	78,292 $4.57 Million
Q3 2024 Nov 04, 2024	BUY	$54.38 - $59.77 $153,569 - $168,790	2,824 Added 3.74%	78,349 $4.64 Million
Q2 2024 Aug 09, 2024	SELL	$54.36 - $57.86 $525,933 - $559,795	-9,675 Reduced 11.36%	75,525 $4.23 Million
Q1 2024 May 14, 2024	BUY	$52.72 - $58.68 $584,295 - $650,350	11,083 Added 14.95%	85,200 $4.99 Million
Q4 2023 Feb 06, 2024	BUY	$44.46 - $54.12 $347,143 - $422,568	7,808 Added 11.78%	74,117 $4 Million
Q3 2023 Nov 14, 2023	BUY	$48.19 - $57.76 $2.9 Million - $3.48 Million	60,272 Added 998.38%	66,309 $3.22 Million
Q2 2023 Aug 08, 2023	BUY	$52.68 - $57.17 $318,029 - $345,135	6,037 New	6,037 $340,000

Others Institutions Holding IHI

# of Institutions

638

Shares Held

31M

Call Options Held

311K

Put Options Held

918K

View Full List

About ISHARES TR DOW JONES US MEDICA

Ticker IHI
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Axxcess Wealth Management, LLC Ishares Tr Dow Jones Us Medica Transaction History