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

Amplius Wealth Advisors, LLC

$985 Million
Q2 2025

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 7,332 shares of IWD stock, worth $1.48 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

7,332

Previous 6,222 17.84%

Holding current value

$1.48 Million

Previous $1.16 Million 22.97%

% of portfolio

0.14%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$166.82 - $194.23 $185,170 - $215,595	1,110 Added 17.84%	7,332 $1.42 Million
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

1,948

Shares Held

267M

Call Options Held

722K

Put Options Held

5.49M

View Full List

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

More about IWD

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