Amplius Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 850 shares of IWB stock, worth $273,317. This represents 0.03% of its overall portfolio holdings.

Number of Shares

850

Previous 850 -0.0%

Holding current value

$273,317

Previous $252,000 5.95%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$257.46 - $288.1 $10,298 - $11,524	-40 Reduced 4.49%	850 $244,000
Q3 2023 Oct 17, 2023	SELL	$234.05 - $252.17 $15,213 - $16,391	-65 Reduced 6.81%	890 $209,000
Q2 2023 Jul 26, 2023	SELL	$221.85 - $243.74 $8,874 - $9,749	-40 Reduced 4.02%	955 $232,000
Q1 2023 Apr 25, 2023	SELL	$208.78 - $230.55 $15,240 - $16,830	-73 Reduced 6.84%	995 $224,000
Q3 2022 Nov 10, 2022	SELL	$197.33 - $237.63 $12,629 - $15,208	-64 Reduced 5.65%	1,068 $211,000
Q2 2022 Jul 21, 2022	SELL	$201.03 - $253.2 $629,625 - $793,022	-3,132 Reduced 73.45%	1,132 $235,000
Q1 2022 May 09, 2022	SELL	$230.48 - $266.11 $41,486 - $47,899	-180 Reduced 4.05%	4,264 $1.07 Million
Q4 2021 Jan 28, 2022	BUY	$241.33 - $266.02 $1.07 Million - $1.18 Million	4,444 New	4,444 $1.18 Million

Others Institutions Holding IWB

# of Institutions

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Amplius Wealth Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History