Amplius Wealth Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 12,992 shares of IWF stock, worth $4.68 Million. This represents 0.53% of its overall portfolio holdings.
Number of Shares
12,992
Previous 13,059
0.51%
Holding current value
$4.68 Million
Previous $5.24 Million
10.68%
% of portfolio
0.53%
Previous 0.62%
Shares
13 transactions
Others Institutions Holding IWF
# of Institutions
2,458Shares Held
214MCall Options Held
404KPut Options Held
131K-
Bank Of America Corp Charlotte, NC30.6MShares$11 Billion1.05% of portfolio
-
Morgan Stanley New York, NY24.1MShares$8.67 Billion0.69% of portfolio
-
Goldman Sachs Group Inc New York, NY9.62MShares$3.47 Billion0.63% of portfolio
-
Jpmorgan Chase & CO New York, NY7.12MShares$2.57 Billion0.23% of portfolio
-
Ubs Group Ag6.2MShares$2.23 Billion0.47% of portfolio