Amplius Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 119,827 shares of IUSG stock, worth $15.3 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

119,827

Previous 118,568 1.06%

Holding current value

$15.3 Million

Previous $15.6 Million 6.76%

% of portfolio

1.96%

Previous 1.92%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$129.96 - $144.97 $163,619 - $182,517	1,259 Added 1.06%	119,827 $16.7 Million
Q3 2024 Oct 16, 2024	SELL	$116.79 - $133.54 $127,768 - $146,092	-1,094 Reduced 0.91%	118,568 $15.6 Million
Q2 2024 Jul 22, 2024	SELL	$109.98 - $128.59 $651,741 - $762,024	-5,926 Reduced 4.72%	119,662 $15.3 Million
Q1 2024 Apr 16, 2024	SELL	$100.95 - $117.92 $819,714 - $957,510	-8,120 Reduced 6.07%	125,588 $14.7 Million
Q4 2023 Jan 10, 2024	SELL	$91.06 - $104.51 $364 - $418	-4 Reduced -0.0%	133,708 $13.9 Million
Q3 2023 Oct 17, 2023	SELL	$94.27 - $100.74 $219,837 - $234,925	-2,332 Reduced 1.71%	133,712 $12.7 Million
Q2 2023 Jul 26, 2023	SELL	$87.77 - $97.64 $134,375 - $149,486	-1,531 Reduced 1.11%	136,044 $13.3 Million
Q1 2023 Apr 25, 2023	BUY	$79.81 - $88.77 $183,163 - $203,727	2,295 Added 1.7%	137,575 $12.2 Million
Q4 2022 Jan 19, 2023	SELL	$78.88 - $88.47 $6.58 Million - $7.38 Million	-83,365 Reduced 38.13%	135,280 $0
Q3 2022 Nov 10, 2022	BUY	$80.18 - $99.02 $232,602 - $287,257	2,901 Added 1.34%	218,645 $17.5 Million
Q2 2022 Jul 21, 2022	SELL	$80.61 - $107.49 $933,544 - $1.24 Million	-11,581 Reduced 5.09%	215,744 $18.1 Million
Q1 2022 May 09, 2022	SELL	$94.61 - $116.48 $1.17 Million - $1.43 Million	-12,314 Reduced 5.14%	227,325 $24 Million
Q4 2021 Jan 28, 2022	BUY	$101.4 - $117.16 $24.3 Million - $28.1 Million	239,639 New	239,639 $27.7 Million

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

117M

Call Options Held

2.7K

Put Options Held

100

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About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
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Amplius Wealth Advisors, LLC Ishares Core S&P U.S Growth Et Transaction History