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 $361,167. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,903

Previous 17,679 55.3%

Holding current value

$361,167

Previous $799,000 54.44%

% of portfolio

0.01%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

810

Shares Held

703M

Call Options Held

100

Put Options Held

401

View Full List

About ISHARES CORE TOTAL USD BOND MA

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