A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 285,368 shares of IJR stock, worth $33.3 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares
285,368
Previous 23,182 1130.99%
Holding current value
$33.3 Million
Previous $2.47 Million 1250.16%
% of portfolio
4.1%
Previous 0.33%

Shares

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

Oct 16, 2024

BUY
$105.53 - $118.34 $27.7 Million - $31 Million
262,186 Added 1130.99%
285,368 $33.4 Million
Q2 2024

Jul 22, 2024

BUY
$102.13 - $110.88 $24,000 - $26,056
235 Added 1.02%
23,182 $2.47 Million
Q1 2024

Apr 16, 2024

SELL
$102.35 - $110.52 $55,269 - $59,680
-540 Reduced 2.3%
22,947 $2.54 Million
Q4 2023

Jan 10, 2024

BUY
$87.61 - $110.11 $38,110 - $47,897
435 Added 1.89%
23,487 $2.54 Million
Q3 2023

Oct 17, 2023

SELL
$92.9 - $105.16 $44,034 - $49,845
-474 Reduced 2.01%
23,052 $2.17 Million
Q2 2023

Jul 26, 2023

SELL
$91.14 - $99.81 $20,050 - $21,958
-220 Reduced 0.93%
23,526 $2.34 Million
Q1 2023

Apr 25, 2023

BUY
$92.27 - $107.68 $121,242 - $141,491
1,314 Added 5.86%
23,746 $2.3 Million
Q4 2022

Jan 19, 2023

SELL
$89.09 - $102.13 $16.3 Million - $18.7 Million
-183,241 Reduced 89.09%
22,432 $0
Q3 2022

Nov 10, 2022

BUY
$87.04 - $106.5 $16.2 Million - $19.8 Million
185,608 Added 925.03%
205,673 $17.9 Million
Q2 2022

Jul 21, 2022

SELL
$89.03 - $109.02 $391,910 - $479,906
-4,402 Reduced 17.99%
20,065 $1.85 Million
Q1 2022

May 09, 2022

BUY
$102.32 - $116.69 $196,863 - $224,511
1,924 Added 8.53%
24,467 $2.64 Million
Q4 2021

Jan 28, 2022

BUY
$108.26 - $120.32 $2.44 Million - $2.71 Million
22,543 New
22,543 $2.58 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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