Axxcess Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 14,735 shares of ITOT stock, worth $2.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,735

Previous 12,119 21.59%

Holding current value

$2.13 Million

Previous $1.48 Million 34.57%

% of portfolio

0.05%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$108.12 - $135.04 $282,841 - $353,264	2,616 Added 21.59%	14,735 $1.99 Million
Q1 2025 Apr 30, 2025	SELL	$120.29 - $134.6 $329,354 - $368,534	-2,738 Reduced 18.43%	12,119 $1.48 Million
Q4 2024 Feb 10, 2025	BUY	$124.26 - $134.12 $8,449 - $9,120	68 Added 0.46%	14,857 $1.91 Million
Q3 2024 Nov 04, 2024	BUY	$113.41 - $125.62 $99,347 - $110,043	876 Added 6.3%	14,789 $1.86 Million
Q2 2024 Aug 09, 2024	BUY	$108.78 - $119.23 $82,020 - $89,899	754 Added 5.73%	13,913 $1.65 Million
Q1 2024 May 14, 2024	BUY	$103.16 - $115.3 $95,526 - $106,767	926 Added 7.57%	13,159 $1.52 Million
Q4 2023 Feb 06, 2024	SELL	$90.04 - $105.69 $168,104 - $197,323	-1,867 Reduced 13.24%	12,233 $1.29 Million
Q3 2023 Nov 14, 2023	BUY	$93.72 - $101.39 $314,149 - $339,859	3,352 Added 31.19%	14,100 $1.33 Million
Q2 2023 Aug 08, 2023	BUY	$89.03 - $97.84 $15,224 - $16,730	171 Added 1.62%	10,748 $1.05 Million
Q1 2023 May 03, 2023	BUY	$84.12 - $93.15 $239,069 - $264,732	2,842 Added 36.74%	10,577 $957,000
Q4 2022 Feb 14, 2023	BUY	$79.44 - $90.48 $1,747 - $1,990	22 Added 0.29%	7,735 $655,000
Q3 2022 Nov 14, 2022	SELL	$79.54 - $95.9 $293,741 - $354,158	-3,693 Reduced 32.38%	7,713 $613,000
Q2 2022 Aug 11, 2022	BUY	$80.96 - $102.19 $195,761 - $247,095	2,418 Added 26.9%	11,406 $956,000
Q1 2022 Aug 11, 2022	BUY	$93.09 - $107.63 $176,684 - $204,281	1,898 Added 26.77%	8,988 $907,000
Q4 2021 Aug 11, 2022	BUY	$98.24 - $107.61 $696,521 - $762,954	7,090 New	7,090 $758,000

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

Ticker ITOT
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Axxcess Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History