Axxcess Wealth Management, LLC Ishares Tr Broad Usd High Yiel Transaction History

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Tr Broad Usd High Yiel stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 904,878 shares of USHY stock, worth $33.2 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
904,878
Previous 880,517 2.77%
Holding current value
$33.2 Million
Previous $31.9 Million 6.65%
% of portfolio
0.87%
Previous 0.89%

Shares

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

Nov 04, 2024
BUY
$36.06 - $37.66 $878,457 - $917,435
24,361 Added 2.77%
904,878 $34.1 Million
Q2 2024

Aug 09, 2024
BUY
$35.59 - $36.41 $253,543 - $259,384
7,124 Added 0.82%
880,517 $31.9 Million
Q1 2024

May 14, 2024
BUY
$36.0 - $36.66 $844,920 - $860,410
23,470 Added 2.76%
873,393 $32 Million
Q4 2023

Feb 06, 2024
SELL
$33.79 - $36.59 $760,612 - $823,640
-22,510 Reduced 2.58%
849,923 $30.9 Million
Q3 2023

Nov 14, 2023
BUY
$34.58 - $35.56 $29.8 Million - $30.7 Million
862,982 Added 9131.12%
872,433 $30.3 Million
Q2 2023

Aug 08, 2023
SELL
$34.61 - $35.48 $54,268 - $55,632
-1,568 Reduced 14.23%
9,451 $333,000
Q1 2023

May 03, 2023
BUY
$34.35 - $36.15 $4,946 - $5,205
144 Added 1.32%
11,019 $391,000
Q4 2022

Feb 14, 2023
BUY
$33.49 - $35.59 $86,303 - $91,715
2,577 Added 31.06%
10,875 $375,000
Q3 2022

Nov 14, 2022
BUY
$33.56 - $37.12 $278,480 - $308,021
8,298 New
8,298 $279,000
Q1 2022

Aug 11, 2022
SELL
$37.82 - $41.16 $567,300 - $617,400
-15,000 Closed
0 $0
Q4 2021

Aug 11, 2022
BUY
$40.46 - $41.49 $606,900 - $622,350
15,000 New
15,000 $618,000

Others Institutions Holding USHY

# of Institutions
529
Shares Held
426M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES TR BROAD USD HIGH YIEL

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