Amplius Wealth Advisors, LLC Ishares Tr Transaction History

Amplius Wealth Advisors, LLC

$815 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$78.62 - $91.32 $16,038 - $18,629	-204 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$83.02 - $90.24 $16,936 - $18,408	204 New	204 $17,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$223 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$187 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$144 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$134 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$86.2 Million
0.07% of portfolio

About ISHARES TR

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