Amplius Wealth Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Amplius Wealth Advisors, LLC

$985 Million
Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 121,265 shares of IUSV stock, worth $12 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

121,265

Previous 121,351 0.07%

Holding current value

$12 Million

Previous $11.1 Million 3.44%

% of portfolio

1.17%

Previous 1.26%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$81.46 - $94.63 $7,005 - $8,138	-86 Reduced 0.07%	121,265 $11.5 Million
Q1 2025 Apr 10, 2025	BUY	$90.0 - $96.32 $117,630 - $125,890	1,307 Added 1.09%	121,351 $11.1 Million
Q4 2024 Jan 16, 2025	SELL	$91.94 - $100.02 $163,193 - $177,535	-1,775 Reduced 1.46%	120,044 $11.1 Million
Q3 2024 Oct 16, 2024	SELL	$87.56 - $95.49 $392,093 - $427,604	-4,478 Reduced 3.55%	121,819 $11.6 Million
Q2 2024 Jul 22, 2024	SELL	$85.39 - $90.42 $416,190 - $440,707	-4,874 Reduced 3.72%	126,297 $11.1 Million
Q1 2024 Apr 16, 2024	SELL	$82.87 - $90.44 $1.35 Million - $1.48 Million	-16,343 Reduced 11.08%	131,171 $11.9 Million
Q4 2023 Jan 10, 2024	SELL	$71.48 - $84.61 $118,084 - $139,775	-1,652 Reduced 1.11%	147,514 $12.4 Million
Q3 2023 Oct 17, 2023	SELL	$74.38 - $81.04 $458,180 - $499,206	-6,160 Reduced 3.97%	149,166 $11.1 Million
Q2 2023 Jul 26, 2023	SELL	$72.65 - $78.26 $542,041 - $583,897	-7,461 Reduced 4.58%	155,326 $12.2 Million
Q1 2023 Apr 25, 2023	SELL	$70.21 - $77.86 $230,569 - $255,692	-3,284 Reduced 1.98%	162,787 $12 Million
Q4 2022 Jan 19, 2023	SELL	$63.23 - $73.93 $2.96 Million - $3.46 Million	-46,836 Reduced 22.0%	166,071 $0
Q3 2022 Nov 10, 2022	BUY	$62.61 - $73.64 $646,761 - $760,701	10,330 Added 5.1%	212,907 $13.3 Million
Q2 2022 Jul 21, 2022	SELL	$64.88 - $77.18 $1.62 Million - $1.92 Million	-24,940 Reduced 10.96%	202,577 $13.5 Million
Q1 2022 May 09, 2022	SELL	$71.81 - $77.49 $1.4 Million - $1.51 Million	-19,516 Reduced 7.9%	227,517 $17.3 Million
Q4 2021 Jan 28, 2022	BUY	$71.13 - $76.45 $17.6 Million - $18.9 Million	247,033 New	247,033 $18.9 Million

Others Institutions Holding IUSV

# of Institutions

814

Shares Held

183M

Call Options Held

Put Options Held

View Full List

About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

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 Core S&P U.S. Value Et Transaction History