Amplius Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 5,611 shares of IVW stock, worth $576,586. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,611

Previous 5,603 0.14%

Holding current value

$576,586

Previous $518,000 3.67%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$84.77 - $97.13 $678 - $777	8 Added 0.14%	5,611 $537,000
Q2 2024 Jul 22, 2024	BUY	$79.31 - $93.31 $55,834 - $65,690	704 Added 14.37%	5,603 $518,000
Q1 2024 Apr 16, 2024	BUY	$72.87 - $85.14 $291 - $340	4 Added 0.08%	4,899 $413,000
Q4 2023 Jan 10, 2024	BUY	$65.78 - $75.4 $1,973 - $2,262	30 Added 0.62%	4,895 $367,000
Q2 2023 Jul 26, 2023	BUY	$63.21 - $70.48 $695 - $775	11 Added 0.23%	4,865 $342,000
Q1 2023 Apr 25, 2023	BUY	$57.25 - $63.89 $801 - $894	14 Added 0.29%	4,854 $310,000
Q4 2022 Jan 19, 2023	BUY	$56.73 - $63.56 $624 - $699	11 Added 0.23%	4,840 $0
Q3 2022 Nov 10, 2022	BUY	$57.85 - $71.43 $752 - $928	13 Added 0.27%	4,829 $279,000
Q2 2022 Jul 21, 2022	BUY	$58.13 - $77.8 $523 - $700	9 Added 0.19%	4,816 $290,000
Q1 2022 May 09, 2022	BUY	$68.33 - $84.32 $478 - $590	7 Added 0.15%	4,807 $367,000
Q4 2021 Jan 28, 2022	BUY	$73.18 - $84.81 $351,264 - $407,088	4,800 New	4,800 $401,000

Others Institutions Holding IVW

# of Institutions

1,824

Shares Held

417M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Amplius Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History