Axis Wealth Partners, LLC Ishares Core S&P Total U.S. St Transaction History

Axis Wealth Partners, LLC

  • $152 Billion
  • Q2 2025

A detailed history of Axis Wealth Partners, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 2,194 shares of ITOT stock, worth $317,230. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,194
Previous 3,595 38.97%
Holding current value
$317,230
Previous $439 Million 32.45%
% of portfolio
0.19%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$108.12 - $135.04 $151,476 - $189,191
-1,401 Reduced 38.97%
2,194 $296 Million
Q1 2025

Apr 28, 2025
BUY
$120.29 - $134.6 $4,210 - $4,711
35 Added 0.98%
3,595 $439 Million
Q4 2024

Feb 07, 2025
BUY
$124.26 - $134.12 $442,365 - $477,467
3,560 New
3,560 $458 Million

Others Institutions Holding ITOT

# of Institutions
1,644
Shares Held
325M
Call Options Held
69.1K
Put Options Held
33.4K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, 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 Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email