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 $15.6 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

119,827

Previous 118,568 1.06%

Holding current value

$15.6 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

View Full List

About ISHARES CORE S&P U.S GROWTH ET

Ticker IUSG
Sector ETFs
Industry ETFs

More about IUSG

Track This Portfolio

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.

Account

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