Amplius Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 33,362 shares of IJH stock, worth $2.08 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

33,362

Previous 33,195 0.5%

Holding current value

$2.08 Million

Previous $1.94 Million 7.05%

% of portfolio

0.26%

Previous 0.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$57.32 - $62.65 $9,572 - $10,462	167 Added 0.5%	33,362 $2.08 Million
Q2 2024 Jul 22, 2024	SELL	$56.43 - $60.79 $44,071 - $47,476	-781 Reduced 2.3%	33,195 $1.94 Million
Q1 2024 Apr 16, 2024	BUY	$56.98 - $284.98 $1.55 Million - $7.74 Million	27,175 Added 399.57%	33,976 $2.06 Million
Q4 2023 Jan 10, 2024	BUY	$232.04 - $279.85 $39,910 - $48,134	172 Added 2.59%	6,801 $1.88 Million
Q3 2023 Oct 17, 2023	SELL	$246.15 - $272.4 $17,230 - $19,068	-70 Reduced 1.04%	6,629 $1.65 Million
Q2 2023 Jul 26, 2023	SELL	$240.22 - $261.48 $21,139 - $23,010	-88 Reduced 1.3%	6,699 $1.75 Million
Q1 2023 Apr 25, 2023	BUY	$237.25 - $271.72 $212,101 - $242,917	894 Added 15.17%	6,787 $1.7 Million
Q4 2022 Jan 19, 2023	SELL	$44.74 - $257.0 $3.12 Million - $17.9 Million	-69,737 Reduced 92.21%	5,893 $0
Q3 2022 Nov 10, 2022	BUY	$43.85 - $263.28 $3.16 Million - $19 Million	72,134 Added 2063.33%	75,630 $16.6 Million
Q2 2022 Jul 21, 2022	SELL	$219.07 - $270.08 $208,116 - $256,575	-950 Reduced 21.37%	3,496 $790,000
Q4 2021 Jan 28, 2022	BUY	$265.81 - $290.54 $1.18 Million - $1.29 Million	4,446 New	4,446 $1.26 Million

Others Institutions Holding IJH

# of Institutions

2,465

Shares Held

1.05B

Call Options Held

888K

Put Options Held

55.6K

View Full List

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
Sector ETFs
Industry ETFs

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Amplius Wealth Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History