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

Amplius Wealth Advisors, LLC

$851 Million
Q3 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 87,703 shares of IUSV stock, worth $8.89 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

87,703

Previous 121,265 27.68%

Holding current value

$8.89 Million

Previous $11.5 Million 23.62%

% of portfolio

1.03%

Previous 1.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$94.17 - $99.95 $3.16 Million - $3.35 Million	-33,562 Reduced 27.68%	87,703 $8.77 Million
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

835

Shares Held

192M

Call Options Held

Put Options Held

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

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