Amplius Wealth Advisors, LLC IJR Holdings History
Amplius Wealth Advisors, LLC's iShares Core S&P Small-Cap ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 328,504.00 shares of iShares Core S&P Small-Cap ETF(IJR), totaling $34.35 Mil. This investment constitutes 3.57% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 0.04% of the outstanding iShares Core S&P Small-Cap ETF(IJR) stock.
The initial trade took place in 2021Q4. And since then Amplius Wealth Advisors, LLC has made 7 purchases of IJR, at an average price of $107.09, for a total of 519,812.00 shares. In addition, there have been 6 sales at an average price of $96.02 for 191,308.00 shares. Based on historical transaction data and IJR's current price of $111.87, Amplius Wealth Advisors, LLC's estimated gain on his IJR holdings is $-549,403.93, reflecting a -0.99% gain to date.
Amplius Wealth Advisors, LLC IJR ($111.87) Holding Chart
Amplius Wealth Advisors, LLC IJR ($111.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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