Amplius Wealth Advisors, LLC Ishares Trust Ishares Esg Awar Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,894 shares of ESGU stock, worth $250,367. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,894
Previous 2,009 5.72%
Holding current value
$250,367
Previous $239,000 0.42%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$113.45 - $126.18 $13,046 - $14,510
-115 Reduced 5.72%
1,894 $238,000
Q1 2024

Apr 16, 2024
BUY
$102.91 - $114.96 $4,322 - $4,828
42 Added 2.14%
2,009 $230,000
Q4 2023

Jan 10, 2024
BUY
$89.99 - $105.25 $177,010 - $207,026
1,967 New
1,967 $206,000
Q1 2022

May 09, 2022
SELL
$93.13 - $108.44 $108,962 - $126,874
-1,170 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$98.21 - $108.46 $114,905 - $126,898
1,170 New
1,170 $126,000

Others Institutions Holding ESGU

# of Institutions
810
Shares Held
94.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

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

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, 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 Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email