Amplius Wealth Advisors, LLC Ishares Tr Transaction History

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 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 9,130 shares of IEFA stock, worth $671,785. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,130
Previous 3,871 135.86%
Holding current value
$671,785
Previous $302,000 112.25%
% of portfolio
0.08%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$70.06 - $77.43 $368,445 - $407,204
5,259 Added 135.86%
9,130 $641,000
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
2,043
Shares Held
1.44B
Call Options Held
164K
Put Options Held
52.1K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
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