Amplius Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 7,339 shares of IJK stock, worth $638,566. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,339
Previous 3,374 117.52%
Holding current value
$638,566
Previous $310,000 115.16%
% of portfolio
0.08%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$90.66 - $99.46 $359,466 - $394,358
3,965 Added 117.52%
7,339 $667,000
Q3 2024

Oct 16, 2024
SELL
$84.81 - $93.54 $57,161 - $63,045
-674 Reduced 16.65%
3,374 $310,000
Q2 2024

Jul 22, 2024
BUY
$84.85 - $91.12 $33,091 - $35,536
390 Added 10.66%
4,048 $356,000
Q1 2024

Apr 16, 2024
BUY
$76.81 - $91.25 $41,861 - $49,731
545 Added 17.51%
3,658 $333,000
Q4 2022

Jan 19, 2023
BUY
$63.9 - $72.95 $198,920 - $227,093
3,113 New
3,113 $0

Others Institutions Holding IJK

# of Institutions
974
Shares Held
70.6M
Call Options Held
4.2K
Put Options Held
800
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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