Amplius Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,735 shares of IWP stock, worth $350,873. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,735
Previous 2,523 8.4%
Holding current value
$350,873
Previous $278,000 15.11%
% of portfolio
0.04%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$103.87 - $117.59 $22,020 - $24,929
212 Added 8.4%
2,735 $320,000
Q2 2024

Jul 22, 2024
SELL
$105.7 - $113.43 $9,513 - $10,208
-90 Reduced 3.44%
2,523 $278,000
Q1 2024

Apr 16, 2024
SELL
$100.66 - $114.14 $1,409 - $1,597
-14 Reduced 0.53%
2,613 $298,000
Q4 2023

Jan 10, 2024
SELL
$85.66 - $105.12 $5,396 - $6,622
-63 Reduced 2.34%
2,627 $274,000
Q3 2023

Oct 17, 2023
SELL
$89.97 - $100.32 $1,799 - $2,006
-20 Reduced 0.74%
2,690 $245,000
Q2 2023

Jul 26, 2023
SELL
$87.72 - $96.63 $233,686 - $257,422
-2,664 Reduced 49.57%
2,710 $261,000
Q1 2023

Apr 25, 2023
SELL
$82.89 - $94.68 $12,433 - $14,202
-150 Reduced 2.72%
5,374 $489,000
Q4 2022

Jan 19, 2023
BUY
$77.4 - $89.88 $427,557 - $496,497
5,524 New
5,524 $0
Q1 2022

May 09, 2022
SELL
$89.52 - $114.03 $29,541 - $37,629
-330 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$109.8 - $123.28 $36,234 - $40,682
330 New
330 $38,000

Others Institutions Holding IWP

# of Institutions
1,085
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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