Amplius Wealth Advisors, LLC Ishares Russell2000 Val ETF Transaction History

Amplius Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 25, 2023	BUY	$130.78 - $156.96 $9,808 - $11,772	75 Added 2.16%	3,551 $486,000
Q4 2022 Jan 19, 2023	BUY	$131.32 - $149.64 $456,468 - $520,148	3,476 New	3,476 $0
Q1 2022 May 09, 2022	SELL	$151.25 - $169.21 $68,667 - $76,821	-454 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$157.31 - $176.88 $71,418 - $80,303	454 New	454 $75,000

1,052

58.8M

987K

207K

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