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

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

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 7,903 shares of IUSB stock, worth $363,933. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,903
Previous 17,679 55.3%
Holding current value
$363,933
Previous $799,000 54.44%
% of portfolio
0.01%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
$44.72 - $46.25 $437,182 - $452,140
-9,776 Reduced 55.3%
7,903 $364,000
Q4 2024

Feb 10, 2025
BUY
$45.07 - $47.1 $175,142 - $183,030
3,886 Added 28.17%
17,679 $799,000
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
786
Shares Held
696M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE TOTAL USD BOND MA

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