Amplius Wealth Advisors, LLC Ishares Tr Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 3,871 shares of IEFA stock, worth $272,092. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,871

Previous 4,978 22.24%

Holding current value

$272,092

Previous $361,000 16.34%

% of portfolio

0.04%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$70.09 - $78.74 $77,589 - $87,165	-1,107 Reduced 22.24%	3,871 $302,000
Q2 2024 Jul 22, 2024	SELL	$70.77 - $76.19 $59,305 - $63,847	-838 Reduced 14.41%	4,978 $361,000
Q1 2024 Apr 16, 2024	SELL	$68.14 - $74.43 $33,729 - $36,842	-495 Reduced 7.84%	5,816 $431,000
Q4 2023 Jan 10, 2024	SELL	$61.3 - $70.47 $284,677 - $327,262	-4,644 Reduced 42.39%	6,311 $443,000
Q3 2023 Oct 17, 2023	BUY	$64.04 - $69.58 $10,374 - $11,271	162 Added 1.5%	10,955 $704,000
Q2 2023 Jul 26, 2023	SELL	$66.03 - $69.1 $166,527 - $174,270	-2,522 Reduced 18.94%	10,793 $728,000
Q1 2023 Apr 25, 2023	SELL	$62.17 - $67.7 $58,377 - $63,570	-939 Reduced 6.59%	13,315 $890,000
Q4 2022 Jan 19, 2023	SELL	$52.35 - $63.65 $292,008 - $355,039	-5,578 Reduced 28.13%	14,254 $0
Q3 2022 Nov 10, 2022	SELL	$52.32 - $63.1 $20 Million - $24.1 Million	-381,594 Reduced 95.06%	19,832 $1.05 Million
Q2 2022 Jul 21, 2022	BUY	$57.91 - $70.46 $22.1 Million - $26.9 Million	381,841 Added 1949.66%	401,426 $23.6 Million
Q1 2022 May 09, 2022	SELL	$63.26 - $75.48 $296,499 - $353,774	-4,687 Reduced 19.31%	19,585 $1.36 Million
Q4 2021 Jan 28, 2022	BUY	$72.36 - $77.76 $1.76 Million - $1.89 Million	24,272 New	24,272 $1.81 Million

Others Institutions Holding IEFA

# of Institutions

2,003

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Amplius Wealth Advisors, LLC Ishares Tr Transaction History