Certus Wealth Management, LLC Ishares Tr Transaction History

Certus Wealth Management, LLC

$141 Million
Q1 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Certus Wealth Management, LLC holds 7,008 shares of EMB stock, worth $638,709. This represents 0.45% of its overall portfolio holdings.

Number of Shares

7,008

Previous 7,023 0.21%

Holding current value

$638,709

Previous $625,000 1.44%

% of portfolio

0.45%

Previous 0.43%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$88.64 - $92.03 $1,329 - $1,380	-15 Reduced 0.21%	7,008 $634,000
Q4 2024 Feb 11, 2025	SELL	$88.94 - $93.46 $24,369 - $25,608	-274 Reduced 3.75%	7,023 $625,000
Q3 2024 Nov 12, 2024	BUY	$87.75 - $93.74 $55,721 - $59,524	635 Added 9.53%	7,297 $682,000
Q2 2024 Aug 02, 2024	BUY	$86.66 - $89.88 $82,500 - $85,565	952 Added 16.67%	6,662 $589,000
Q1 2024 May 06, 2024	BUY	$86.49 - $90.08 $37,017 - $38,554	428 Added 8.1%	5,710 $512,000
Q4 2023 Feb 09, 2024	BUY	$79.71 - $89.68 $32,681 - $36,768	410 Added 8.42%	5,282 $470,000
Q3 2023 Nov 02, 2023	BUY	$82.42 - $87.68 $7,665 - $8,154	93 Added 1.95%	4,872 $402,000
Q2 2023 Aug 10, 2023	BUY	$83.9 - $86.54 $400,958 - $413,574	4,779 New	4,779 $414 Million

Others Institutions Holding EMB

# of Institutions

996

Shares Held

146M

Call Options Held

3.32M

Put Options Held

7.59M

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

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Certus Wealth Management, LLC Ishares Tr Transaction History