Amplius Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 16,993 shares of IBMN stock, worth $454,902. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,993
Previous 17,672 3.84%
Holding current value
$454,902
Previous $472,000 3.81%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$26.41 - $26.76 $17,932 - $18,170
-679 Reduced 3.84%
16,993 $454,000
Q1 2025

Apr 10, 2025
SELL
$26.63 - $26.75 $107,904 - $108,391
-4,052 Reduced 18.65%
17,672 $472,000
Q4 2024

Jan 16, 2025
SELL
$26.55 - $26.67 $60,029 - $60,300
-2,261 Reduced 9.43%
21,724 $578,000
Q3 2024

Oct 16, 2024
SELL
$26.42 - $26.67 $960,182 - $969,267
-36,343 Reduced 60.24%
23,985 $639,000
Q2 2024

Jul 22, 2024
SELL
$26.34 - $26.49 $7.17 Million - $7.21 Million
-272,214 Reduced 81.86%
60,328 $1.6 Million
Q1 2024

Apr 16, 2024
BUY
$26.4 - $26.55 $8.78 Million - $8.83 Million
332,542 New
332,542 $8.8 Million

Others Institutions Holding IBMN

# of Institutions
184
Shares Held
16.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

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