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

Amplius Wealth Advisors, LLC

  • $985 Million
  • Q2 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,767 shares of IWR stock, worth $266,268. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,767
Holding current value
$266,268
% of portfolio
0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$74.88 - $91.97 $207,192 - $254,480
2,767 New
2,767 $254,000
Q3 2024

Oct 16, 2024
BUY
$79.92 - $88.19 $181,658 - $200,455
2,273 New
2,273 $200,000
Q3 2022

Nov 10, 2022
BUY
$62.15 - $74.82 $202,484 - $243,763
3,258 New
3,258 $202,000
Q1 2022

May 09, 2022
SELL
$72.29 - $82.89 $632,465 - $725,204
-8,749 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$78.41 - $85.28 $686,009 - $746,114
8,749 New
8,749 $726,000

Others Institutions Holding IWR

# of Institutions
1,606
Shares Held
377M
Call Options Held
198K
Put Options Held
37.3K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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