Axxcess Wealth Management, LLC Ishares Core S&P U.S Growth Et Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 2,107 shares of IUSG stock, worth $298,625. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,107
Previous 1,905 10.6%
Holding current value
$298,625
Previous $265,000 0.75%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 30, 2025
BUY
$126.86 - $146.45 $25,625 - $29,582
202 Added 10.6%
2,107 $267,000
Q4 2024

Feb 10, 2025
SELL
$129.96 - $144.97 $6,498 - $7,248
-50 Reduced 2.56%
1,905 $265,000
Q3 2024

Nov 04, 2024
BUY
$116.79 - $133.54 $29,431 - $33,652
252 Added 14.8%
1,955 $257,000
Q2 2024

Aug 09, 2024
BUY
$109.98 - $128.59 $187,295 - $218,988
1,703 New
1,703 $217,000

Others Institutions Holding IUSG

# of Institutions
822
Shares Held
120M
Call Options Held
300
Put Options Held
100
View Full List

About ISHARES CORE S&P U.S GROWTH ET

IUSG Quotes by TradingView
  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email