Certus Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Certus Wealth Management, LLC

  • $141 Million
  • Q1 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 21,143 shares of IVE stock, worth $4.02 Million. This represents 2.86% of its overall portfolio holdings.

Number of Shares
21,143
Previous 13,727 54.02%
Holding current value
$4.02 Million
Previous $2.62 Million 53.78%
% of portfolio
2.86%
Previous 1.82%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$185.78 - $198.58 $1.38 Million - $1.47 Million
7,416 Added 54.02%
21,143 $4.03 Million
Q4 2024

Feb 11, 2025
BUY
$189.5 - $206.17 $24,824 - $27,008
131 Added 0.96%
13,727 $2.62 Million
Q3 2024

Nov 12, 2024
BUY
$181.06 - $197.17 $2.46 Million - $2.68 Million
13,596 New
13,596 $2.68 Million

Others Institutions Holding IVE

# of Institutions
1,696
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

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