Amplius Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 6,978 shares of IJT stock, worth $929,260. This represents 0.11% of its overall portfolio holdings.

Number of Shares

6,978

Previous 4,570 52.69%

Holding current value

$929,260

Previous $637,000 48.19%

% of portfolio

0.11%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$134.53 - $150.65 $323,948 - $362,765	2,408 Added 52.69%	6,978 $944,000
Q3 2024 Oct 16, 2024	BUY	$127.29 - $141.5 $121,052 - $134,566	951 Added 26.28%	4,570 $637,000
Q2 2024 Jul 22, 2024	BUY	$121.57 - $132.2 $150,989 - $164,192	1,242 Added 52.25%	3,619 $464,000
Q1 2024 Apr 16, 2024	BUY	$119.97 - $130.73 $37,070 - $40,395	309 Added 14.94%	2,377 $310,000
Q4 2023 Jan 10, 2024	SELL	$103.08 - $127.26 $13,709 - $16,925	-133 Reduced 6.04%	2,068 $258,000
Q3 2023 Oct 17, 2023	BUY	$108.37 - $120.85 $3,684 - $4,108	34 Added 1.57%	2,201 $241,000
Q1 2023 Apr 25, 2023	SELL	$105.46 - $120.16 $3,585 - $4,085	-34 Reduced 1.54%	2,167 $238,000
Q4 2022 Jan 19, 2023	BUY	$102.93 - $117.14 $226,548 - $257,825	2,201 New	2,201 $0

Others Institutions Holding IJT

# of Institutions

815

Shares Held

28.1M

Call Options Held

9.9K

Put Options Held

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

More about IJT

Track This Portfolio

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.

Account

Amplius Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History