Amplius Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 4,570 shares of IJT stock, worth $629,700. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,570

Previous 3,619 26.28%

Holding current value

$629,700

Previous $464,000 37.28%

% of portfolio

0.08%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$127.29 - $141.5 $121,052 - $134,566	951 Added 26.28%	4,570 $637,000
Q2 2024 Jul 22, 2024	BUY	$121.57 - $132.2 $150,989 - $164,192	1,242 Added 52.25%	3,619 $464,000
Q1 2024 Apr 16, 2024	BUY	$119.97 - $130.73 $37,070 - $40,395	309 Added 14.94%	2,377 $310,000
Q4 2023 Jan 10, 2024	SELL	$103.08 - $127.26 $13,709 - $16,925	-133 Reduced 6.04%	2,068 $258,000
Q3 2023 Oct 17, 2023	BUY	$108.37 - $120.85 $3,684 - $4,108	34 Added 1.57%	2,201 $241,000
Q1 2023 Apr 25, 2023	SELL	$105.46 - $120.16 $3,585 - $4,085	-34 Reduced 1.54%	2,167 $238,000
Q4 2022 Jan 19, 2023	BUY	$102.93 - $117.14 $226,548 - $257,825	2,201 New	2,201 $0

Others Institutions Holding IJT

# of Institutions

759

Shares Held

30.7M

Call Options Held

9.6K

Put Options Held

5.7K

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
Sector ETFs
Industry ETFs

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Amplius Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History