Certus Wealth Management, LLC Ishares Tr Transaction History

Certus Wealth Management, LLC

  • $142 Million
  • Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Certus Wealth Management, LLC holds 19,536 shares of IFRA stock, worth $1.01 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
19,536
Previous 18,905 3.34%
Holding current value
$1.01 Million
Previous $796,000 15.2%
% of portfolio
0.65%
Previous 0.61%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$41.55 - $46.97 $26,218 - $29,638
631 Added 3.34%
19,536 $917,000
Q2 2024

Aug 02, 2024
BUY
$41.22 - $44.87 $191,796 - $208,780
4,653 Added 32.65%
18,905 $796,000
Q1 2024

May 06, 2024
SELL
$38.14 - $43.36 $30,550 - $34,731
-801 Reduced 5.32%
14,252 $617,000
Q4 2023

Feb 09, 2024
BUY
$34.58 - $40.63 $14,523 - $17,064
420 Added 2.87%
15,053 $606,000
Q3 2023

Nov 02, 2023
BUY
$36.59 - $40.45 $288,585 - $319,029
7,887 Added 116.91%
14,633 $535,000
Q2 2023

Aug 10, 2023
BUY
$35.99 - $39.08 $242,788 - $263,633
6,746 New
6,746 $264 Million

Others Institutions Holding IFRA

# of Institutions
449
Shares Held
44.5M
Call Options Held
25.2K
Put Options Held
200
View Full List

About ISHARES TR

IFRA Quotes by TradingView
  • Ticker IFRA
  • Sector ETFs
  • Industry ETFs
More about IFRA
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