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

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

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 2,786 shares of IUSV stock, worth $265,422. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,786

Previous 2,610 6.74%

Holding current value

$265,422

Previous $249,000 3.61%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

772

Shares Held

174M

Call Options Held

2.9K

Put Options Held

View Full List

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

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