Amplius Wealth Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Amplius Wealth Advisors, LLC

  • $815 Million
  • Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 23,985 shares of IBMN stock, worth $637,761. This represents 0.08% of its overall portfolio holdings.

Number of Shares
23,985
Previous 60,328 60.24%
Holding current value
$637,761
Previous $1.6 Million 60.01%
% of portfolio
0.08%
Previous 0.21%

Shares

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

Oct 16, 2024
SELL
$26.42 - $26.67 $960,182 - $969,267
-36,343 Reduced 60.24%
23,985 $639,000
Q2 2024

Jul 22, 2024
SELL
$26.34 - $26.49 $7.17 Million - $7.21 Million
-272,214 Reduced 81.86%
60,328 $1.6 Million
Q1 2024

Apr 16, 2024
BUY
$26.4 - $26.55 $8.78 Million - $8.83 Million
332,542 New
332,542 $8.8 Million

Others Institutions Holding IBMN

# of Institutions
167
Shares Held
17.9M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2025 TER

IBMN Quotes by TradingView
  • Ticker IBMN
  • Sector ETFs
  • Industry ETFs
More about IBMN
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email