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

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 19,372 shares of IUSV stock, worth $1.92 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

19,372

Previous 2,973 551.6%

Holding current value

$1.92 Million

Previous $274,000 568.98%

% of portfolio

0.05%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$81.46 - $94.63 $1.34 Million - $1.55 Million	16,399 Added 551.6%	19,372 $1.83 Million
Q1 2025 Apr 30, 2025	BUY	$90.0 - $96.32 $16,830 - $18,011	187 Added 6.71%	2,973 $274,000
Q4 2024 Feb 10, 2025	BUY	$91.94 - $100.02 $16,181 - $17,603	176 Added 6.74%	2,786 $258,000
Q3 2024 Nov 04, 2024	BUY	$87.56 - $95.49 $228,531 - $249,228	2,610 New	2,610 $249,000
Q4 2023 Feb 06, 2024	BUY	$71.48 - $84.61 $115,797 - $137,068	1,620 Added 12.17%	14,931 $1.26 Million
Q3 2023 Nov 14, 2023	BUY	$74.38 - $81.04 $624,866 - $680,817	8,401 Added 171.1%	13,311 $993,000
Q2 2023 Aug 08, 2023	SELL	$72.65 - $78.26 $49,837 - $53,686	-686 Reduced 12.26%	4,910 $384,000
Q1 2023 May 03, 2023	BUY	$70.21 - $77.86 $392,895 - $435,704	5,596 New	5,596 $412,000

Others Institutions Holding IUSV

# of Institutions

821

Shares Held

183M

Call Options Held

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

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