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

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 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 5,240 shares of IJK stock, worth $498,848. This represents 0.05% of its overall portfolio holdings.

Number of Shares
5,240
Previous 8,675 39.6%
Holding current value
$498,848
Previous $721,000 33.98%
% of portfolio
0.05%
Previous 0.08%

Shares

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

Aug 04, 2025
SELL
$73.7 - $90.98 $253,159 - $312,516
-3,435 Reduced 39.6%
5,240 $476,000
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
972
Shares Held
69.7M
Call Options Held
5.3K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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