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Ishares Tr shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Ishares Tr shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 49k 25.99

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
NVIDIA Corporation (NVDA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Gold Tr Ishares New (IAU)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)

View all positions for Axxcess Wealth Management

Top funds holding Ishares Tr

Royal Bank of Canada
BlackRock
Strategic Blueprint
Balboa Wealth Partners
J. L. Bainbridge & Co
Resources Investment Advisors
Commonwealth Equity Services
Snowden Capital Advisors
Panoramic Investment Advisors
Jane Street
CRA Financial Services
Axxcess Wealth Management
Sigma Planning
Change Path
Middleton & Company

View all funds holding Ishares Tr