Certus Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History
Certus Wealth Management, LLC
- $142 Million
- Q3 2024
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 13,596 shares of IVE stock, worth $2.58 Million. This represents 1.89% of its overall portfolio holdings.
Number of Shares
13,596Holding current value
$2.58 Million% of portfolio
1.89%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,533Shares Held
139MCall Options Held
91.7KPut Options Held
29.4K-
Jpmorgan Chase & CO New York, NY17MShares$3.23 Billion0.27% of portfolio
-
Envestnet Asset Management Inc12.9MShares$2.46 Billion0.84% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.38 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC7.95MShares$1.51 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.95MShares$1.32 Billion0.32% of portfolio