AMPLIUS WEALTH ADVISORS, LLC – iShares Core S&P U.S. Value ETF Transaction History
AMPLIUS WEALTH ADVISORS, LLC portfolio value:
$13.33M
portfolio value
AMPLIUS WEALTH ADVISORS, LLC quarter portfolio value change:
-6.38%
quarter
iShares Core S&P U.S. Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.10% | 10.33K shares | -218K | $62.61 | 212.90K |
| Q2 2022 | share | Decrease | -10.96% | -24.94K shares | -3.71M | $66.88 | 202.57K |
| Q1 2022 | share | Decrease | -7.90% | -19.51K shares | -1.59M | $75.87 | 227.51K |
| Q4 2021 | share | Increase | 0.00% | 247.03K shares | 18.85M | $76.35 | 247.03K |