Axxcess Wealth Management, LLC Ishares Tr Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 24,048 shares of SHV stock, worth $2.64 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
24,048
Previous 37,499 35.87%
Holding current value
$2.64 Million
Previous $4.14 Million 35.8%
% of portfolio
0.07%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$110.05 - $110.63 $1.48 Million - $1.49 Million
-13,451 Reduced 35.87%
24,048 $2.66 Million
Q2 2024

Aug 09, 2024
BUY
$110.04 - $110.51 $557,902 - $560,285
5,070 Added 15.63%
37,499 $4.14 Million
Q1 2024

May 14, 2024
BUY
$110.11 - $110.57 $18,388 - $18,465
167 Added 0.52%
32,429 $3.58 Million
Q4 2023

Feb 06, 2024
BUY
$109.86 - $110.59 $1.06 Million - $1.06 Million
9,615 Added 42.46%
32,262 $3.55 Million
Q3 2023

Nov 14, 2023
SELL
$109.99 - $110.5 $3.78 Million - $3.8 Million
-34,386 Reduced 60.29%
22,647 $2.5 Million
Q2 2023

Aug 08, 2023
SELL
$110.0 - $110.45 $1.26 Million - $1.26 Million
-11,448 Reduced 16.72%
57,033 $6.3 Million
Q1 2023

May 03, 2023
SELL
$109.94 - $110.5 $1.21 Million - $1.21 Million
-10,995 Reduced 13.83%
68,481 $7.57 Million
Q4 2022

Feb 14, 2023
SELL
$109.74 - $110.1 $1.66 Million - $1.67 Million
-15,166 Reduced 16.02%
79,476 $8.74 Million
Q3 2022

Nov 14, 2022
SELL
$109.92 - $110.13 $1.21 Million - $1.21 Million
-11,025 Reduced 10.43%
94,642 $10.4 Million
Q2 2022

Aug 11, 2022
BUY
$109.96 - $110.28 $11.3 Million - $11.4 Million
102,947 Added 3784.82%
105,667 $11.6 Million
Q1 2022

Aug 11, 2022
SELL
$110.22 - $110.4 $440,880 - $441,600
-4,000 Reduced 59.52%
2,720 $300,000
Q4 2021

Aug 11, 2022
BUY
$110.39 - $110.47 $741,820 - $742,358
6,720 New
6,720 $742,000

Others Institutions Holding SHV

# of Institutions
725
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email