Axxcess Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History

Axxcess Wealth Management, LLC

$3.9 Billion
Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 13,793 shares of IUSB stock, worth $627,857. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,793

Previous 4,828 185.69%

Holding current value

$627,857

Previous $218,000 197.71%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	BUY	$44.83 - $47.42 $401,900 - $425,120	8,965 Added 185.69%	13,793 $649,000
Q2 2024 Aug 09, 2024	SELL	$44.3 - $45.58 $246,130 - $253,242	-5,556 Reduced 53.51%	4,828 $218,000
Q1 2024 May 14, 2024	BUY	$45.02 - $46.27 $254,858 - $261,934	5,661 Added 119.86%	10,384 $473,000
Q4 2023 Feb 06, 2024	SELL	$42.6 - $46.25 $227,484 - $246,975	-5,340 Reduced 53.07%	4,723 $217,000
Q3 2023 Nov 14, 2023	BUY	$43.62 - $45.64 $438,948 - $459,275	10,063 New	10,063 $439,000
Q2 2022 Aug 11, 2022	BUY	$45.73 - $49.5 $17,285 - $18,711	378 Added 4.03%	9,769 $457,000
Q1 2022 Aug 11, 2022	BUY	$49.13 - $52.58 $461,379 - $493,778	9,391 New	9,391 $466,000

Others Institutions Holding IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE TOTAL USD BOND MA

Ticker IUSB
Sector ETFs
Industry ETFs

More about IUSB

Track This Portfolio

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.

Account

Axxcess Wealth Management, LLC Ishares Core Total Usd Bond Ma Transaction History