Amplius Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Amplius Wealth Advisors, LLC

  • $881 Million
  • Q1 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 8,675 shares of IJK stock, worth $721,499. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,675
Previous 7,339 18.2%
Holding current value
$721,499
Previous $667,000 8.1%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
BUY
$81.62 - $96.63 $109,044 - $129,097
1,336 Added 18.2%
8,675 $721,000
Q4 2024

Jan 16, 2025
BUY
$90.66 - $99.46 $359,466 - $394,358
3,965 Added 117.52%
7,339 $667,000
Q3 2024

Oct 16, 2024
SELL
$84.81 - $93.54 $57,161 - $63,045
-674 Reduced 16.65%
3,374 $310,000
Q2 2024

Jul 22, 2024
BUY
$84.85 - $91.12 $33,091 - $35,536
390 Added 10.66%
4,048 $356,000
Q1 2024

Apr 16, 2024
BUY
$76.81 - $91.25 $41,861 - $49,731
545 Added 17.51%
3,658 $333,000
Q4 2022

Jan 19, 2023
BUY
$63.9 - $72.95 $198,920 - $227,093
3,113 New
3,113 $0

Others Institutions Holding IJK

# of Institutions
968
Shares Held
70.7M
Call Options Held
4.2K
Put Options Held
800
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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