Amplius Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 2,273 shares of IWR stock, worth $209,479. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,273
Previous 2,273 -0.0%
Holding current value
$209,479
Previous $200,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$79.92 - $88.19 $181,658 - $200,455
2,273 New
2,273 $200,000
Q3 2022

Nov 10, 2022
BUY
$62.15 - $74.82 $202,484 - $243,763
3,258 New
3,258 $202,000
Q1 2022

May 09, 2022
SELL
$72.29 - $82.89 $632,465 - $725,204
-8,749 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$78.41 - $85.28 $686,009 - $746,114
8,749 New
8,749 $726,000

Others Institutions Holding IWR

# of Institutions
1,467
Shares Held
361M
Call Options Held
126K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Amplius Wealth Advisors, LLC Portfolio

Follow Amplius Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email