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

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 13,247 shares of IWF stock, worth $5.48 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

13,247

Previous 13,319 0.54%

Holding current value

$5.48 Million

Previous $4.85 Million 2.43%

% of portfolio

0.61%

Previous 0.64%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$332.02 - $382.76 $23,905 - $27,558	-72 Reduced 0.54%	13,247 $4.97 Million
Q2 2024 Jul 22, 2024	SELL	$316.15 - $367.33 $6,639 - $7,713	-21 Reduced 0.16%	13,319 $4.85 Million
Q1 2024 Apr 16, 2024	SELL	$294.43 - $339.01 $125,132 - $144,079	-425 Reduced 3.09%	13,340 $4.5 Million
Q3 2023 Oct 17, 2023	SELL	$263.8 - $285.38 $36,932 - $39,953	-140 Reduced 1.01%	13,765 $3.66 Million
Q2 2023 Jul 26, 2023	SELL	$239.31 - $275.18 $127,073 - $146,120	-531 Reduced 3.68%	13,905 $3.83 Million
Q1 2023 Apr 25, 2023	SELL	$209.92 - $244.33 $11,335 - $13,193	-54 Reduced 0.37%	14,436 $3.53 Million
Q4 2022 Jan 19, 2023	SELL	$207.03 - $232.89 $645,312 - $725,918	-3,117 Reduced 17.7%	14,490 $0
Q3 2022 Nov 10, 2022	BUY	$210.4 - $257.47 $78,900 - $96,551	375 Added 2.18%	17,607 $3.71 Million
Q2 2022 Jul 21, 2022	SELL	$209.9 - $283.21 $96,344 - $129,993	-459 Reduced 2.59%	17,232 $3.77 Million
Q1 2022 May 09, 2022	SELL	$246.62 - $307.78 $26,634 - $33,240	-108 Reduced 0.61%	17,691 $4.91 Million
Q4 2021 Jan 28, 2022	BUY	$270.99 - $309.52 $4.82 Million - $5.51 Million	17,799 New	17,799 $5.44 Million

Others Institutions Holding IWF

# of Institutions

2,219

Shares Held

204M

Call Options Held

346K

Put Options Held

136K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
Sector ETFs
Industry ETFs

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