Amplius Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,075 shares of IWM stock, worth $474,531. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,075

Previous 1,805 14.96%

Holding current value

$474,531

Previous $398,000 15.08%

% of portfolio

0.05%

Previous 0.05%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$216.13 - $242.4 $58,355 - $65,448	270 Added 14.96%	2,075 $458,000
Q3 2024 Oct 16, 2024	BUY	$200.87 - $224.6 $6,026 - $6,738	30 Added 1.69%	1,805 $398,000
Q4 2023 Jan 10, 2024	BUY	$162.21 - $204.82 $23,682 - $29,903	146 Added 8.96%	1,775 $356,000
Q2 2023 Jul 26, 2023	SELL	$170.4 - $187.93 $1,022 - $1,127	-6 Reduced 0.37%	1,629 $305,000
Q1 2023 Apr 25, 2023	BUY	$170.25 - $198.32 $35,071 - $40,853	206 Added 14.42%	1,635 $291,000
Q4 2022 Jan 19, 2023	SELL	$166.81 - $188.05 $11,676 - $13,163	-70 Reduced 4.67%	1,429 $0
Q3 2022 Nov 10, 2022	BUY	$164.17 - $201.07 $21,506 - $26,340	131 Added 9.58%	1,499 $247,000
Q2 2022 Jul 21, 2022	SELL	$163.9 - $207.91 $24,257 - $30,770	-148 Reduced 9.76%	1,368 $231,000
Q4 2021 Jan 28, 2022	BUY	$212.12 - $242.56 $321,573 - $367,720	1,516 New	1,516 $337,000

Others Institutions Holding IWM

# of Institutions

2,723

Shares Held

306M

Call Options Held

232M

Put Options Held

524M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Amplius Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History