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

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 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 17,679 shares of IUSB stock, worth $812,350. This represents 0.02% of its overall portfolio holdings.

Number of Shares

17,679

Previous 13,793 28.17%

Holding current value

$812,350

Previous $649,000 23.11%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

770

Shares Held

700M

Call Options Held

Put Options Held

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About ISHARES CORE TOTAL USD BOND MA

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