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

Amplius Wealth Advisors, LLC

$851 Million
Q4 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 2,713 shares of IWP stock, worth $373,363. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,713

Previous 2,735 0.8%

Holding current value

$373,363

Previous $320,000 7.19%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$116.4 - $138.52 $2,560 - $3,047	-22 Reduced 0.8%	2,713 $343,000
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

1,165

Shares Held

106M

Call Options Held

59.8K

Put Options Held

5.2K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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