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

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 6,222 shares of IWD stock, worth $1.2 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,222

Previous 6,222 -0.0%

Holding current value

$1.2 Million

Previous $1.18 Million 2.46%

% of portfolio

0.14%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$161.84 - $179.11 $191,294 - $211,708	-1,182 Reduced 15.96%	6,222 $1.11 Million
Q4 2023 Jan 10, 2024	SELL	$143.69 - $165.7 $7,184 - $8,285	-50 Reduced 0.67%	7,404 $1.22 Million
Q3 2023 Oct 17, 2023	BUY	$151.73 - $163.56 $56,898 - $61,335	375 Added 5.3%	7,454 $1.13 Million
Q2 2023 Jul 26, 2023	BUY	$148.55 - $157.83 $5,942 - $6,313	40 Added 0.57%	7,079 $1.12 Million
Q2 2022 Jul 21, 2022	SELL	$140.99 - $168.41 $81,633 - $97,509	-579 Reduced 7.6%	7,039 $1.02 Million
Q1 2022 May 09, 2022	SELL	$157.15 - $170.51 $65,217 - $70,761	-415 Reduced 5.17%	7,618 $1.26 Million
Q4 2021 Jan 28, 2022	BUY	$157.12 - $168.08 $1.26 Million - $1.35 Million	8,033 New	8,033 $1.35 Million

Others Institutions Holding IWD

# of Institutions

1,876

Shares Held

284M

Call Options Held

1.31M

Put Options Held

1.09M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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 Russell 1000 Val ETF Transaction History