Amplius Wealth Advisors, LLC Ishares Tr Transaction History

Amplius Wealth Advisors, LLC

$851 Million
Q4 2024

A detailed history of Amplius Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 42,191 shares of IXUS stock, worth $2.89 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

42,191

Previous 46,984 10.2%

Holding current value

$2.89 Million

Previous $3.41 Million 18.23%

% of portfolio

0.33%

Previous 0.42%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	SELL	$65.95 - $72.56 $316,098 - $347,780	-4,793 Reduced 10.2%	42,191 $2.79 Million
Q3 2024 Oct 16, 2024	SELL	$64.9 - $73.35 $150,048 - $169,585	-2,312 Reduced 4.69%	46,984 $3.41 Million
Q2 2024 Jul 22, 2024	SELL	$65.1 - $70.07 $84,890 - $91,371	-1,304 Reduced 2.58%	49,296 $3.33 Million
Q1 2024 Apr 16, 2024	SELL	$62.39 - $67.92 $2,869 - $3,124	-46 Reduced 0.09%	50,600 $3.43 Million
Q4 2023 Jan 10, 2024	SELL	$57.18 - $64.93 $1.01 Million - $1.15 Million	-17,721 Reduced 25.92%	50,646 $3.29 Million
Q3 2023 Oct 17, 2023	SELL	$59.72 - $65.1 $134,190 - $146,279	-2,247 Reduced 3.18%	68,367 $4.1 Million
Q2 2023 Jul 26, 2023	BUY	$60.88 - $63.83 $744,805 - $780,896	12,234 Added 20.96%	70,614 $4.42 Million
Q1 2023 Apr 25, 2023	BUY	$58.3 - $63.56 $932,508 - $1.02 Million	15,995 Added 37.74%	58,380 $3.62 Million
Q4 2022 Jan 19, 2023	SELL	$50.56 - $60.03 $1.83 Million - $2.17 Million	-36,106 Reduced 46.0%	42,385 $0
Q3 2022 Nov 10, 2022	BUY	$50.92 - $60.43 $202,101 - $239,846	3,969 Added 5.33%	78,491 $4 Million
Q2 2022 Jul 21, 2022	SELL	$56.25 - $67.81 $3.48 Million - $4.2 Million	-61,929 Reduced 45.39%	74,522 $4.25 Million
Q1 2022 May 09, 2022	SELL	$61.54 - $72.2 $1.4 Million - $1.65 Million	-22,796 Reduced 14.31%	136,451 $9.08 Million
Q4 2021 Jan 28, 2022	BUY	$68.64 - $74.15 $10.9 Million - $11.8 Million	159,247 New	159,247 $11.3 Million

Others Institutions Holding IXUS

# of Institutions

822

Shares Held

482M

Call Options Held

12K

Put Options Held

6.7K

View Full List

About ISHARES TR

Ticker IXUS
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Amplius Wealth Advisors, LLC Ishares Tr Transaction History