Amplius Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 328,504 shares of IJR stock, worth $36.5 Million. This represents 3.88% of its overall portfolio holdings.
Number of Shares
328,504
Previous 282,937
16.1%
Holding current value
$36.5 Million
Previous $32.6 Million
4.81%
% of portfolio
3.88%
Previous 3.83%
Shares
14 transactions
Others Institutions Holding IJR
# of Institutions
2,822Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.08 Billion0.14% of portfolio
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Envestnet Asset Management Inc17.8MShares$1.98 Billion0.62% of portfolio
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Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio