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

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

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 800 shares of IWB stock, worth $292,680. This represents 0.03% of its overall portfolio holdings.

Number of Shares
800
Previous 800 -0.0%
Holding current value
$292,680
Previous $244,000 11.07%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$302.31 - $337.54 $15,115 - $16,877
-50 Reduced 5.88%
800 $244,000
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
1,577
Shares Held
96M
Call Options Held
64.2K
Put Options Held
52.9K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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