Amplius Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 60,085 shares of ITOT stock, worth $7.96 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

60,085

Previous 59,714 0.62%

Holding current value

$7.96 Million

Previous $7.5 Million 3.03%

% of portfolio

0.91%

Previous 0.92%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$124.26 - $134.12 $46,100 - $49,758	371 Added 0.62%	60,085 $7.73 Million
Q3 2024 Oct 16, 2024	SELL	$113.41 - $125.62 $359,396 - $398,089	-3,169 Reduced 5.04%	59,714 $7.5 Million
Q2 2024 Jul 22, 2024	BUY	$108.78 - $119.23 $791,048 - $867,040	7,272 Added 13.08%	62,883 $7.47 Million
Q1 2024 Apr 16, 2024	SELL	$103.16 - $115.3 $527,457 - $589,528	-5,113 Reduced 8.42%	55,611 $6.41 Million
Q4 2023 Jan 10, 2024	SELL	$90.04 - $105.69 $206,821 - $242,769	-2,297 Reduced 3.64%	60,724 $6.39 Million
Q3 2023 Oct 17, 2023	SELL	$93.72 - $101.39 $48,921 - $52,925	-522 Reduced 0.82%	63,021 $5.94 Million
Q2 2023 Jul 26, 2023	BUY	$89.03 - $97.84 $252,578 - $277,572	2,837 Added 4.67%	63,543 $6.22 Million
Q1 2023 Apr 25, 2023	BUY	$84.12 - $93.15 $52,659 - $58,311	626 Added 1.04%	60,706 $5.5 Million
Q4 2022 Jan 19, 2023	BUY	$79.44 - $90.48 $800,516 - $911,766	10,077 Added 20.15%	60,080 $0
Q3 2022 Nov 10, 2022	BUY	$79.54 - $95.9 $434,845 - $524,285	5,467 Added 12.28%	50,003 $3.98 Million
Q2 2022 Jul 21, 2022	SELL	$80.96 - $102.19 $453,295 - $572,161	-5,599 Reduced 11.17%	44,536 $3.73 Million
Q1 2022 May 09, 2022	SELL	$93.09 - $107.63 $436,685 - $504,892	-4,691 Reduced 8.56%	50,135 $5.06 Million
Q4 2021 Jan 28, 2022	BUY	$98.24 - $107.61 $5.39 Million - $5.9 Million	54,826 New	54,826 $5.87 Million

Others Institutions Holding ITOT

# of Institutions

1,437

Shares Held

326M

Call Options Held

58.9K

Put Options Held

20K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Amplius Wealth Advisors, LLC Ishares Core S&P Total U.S. St Transaction History