Certus Wealth Management, LLC Ishares Global Information Tec Transaction History

Certus Wealth Management, LLC

$142 Million
Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Global Information Tec stock. As of the latest transaction made, Certus Wealth Management, LLC holds 16,445 shares of IXN stock, worth $1.42 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares

16,445

Previous 30,648 46.34%

Holding current value

$1.42 Million

Previous $2.54 Million 46.53%

% of portfolio

0.96%

Previous 1.96%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$73.0 - $87.81 $1.04 Million - $1.25 Million	-14,203 Reduced 46.34%	16,445 $1.36 Million
Q2 2024 Aug 02, 2024	SELL	$68.72 - $84.8 $21,509 - $26,542	-313 Reduced 1.01%	30,648 $2.54 Million
Q1 2024 May 06, 2024	BUY	$65.15 - $75.6 $147,369 - $171,007	2,262 Added 7.88%	30,961 $2.32 Million
Q4 2023 Feb 09, 2024	BUY	$56.54 - $68.43 $158,198 - $191,467	2,798 Added 10.8%	28,699 $1.96 Million
Q3 2023 Nov 02, 2023	SELL	$57.09 - $64.44 $104,017 - $117,409	-1,822 Reduced 6.57%	25,901 $1.5 Million
Q2 2023 Aug 10, 2023	BUY	$51.78 - $62.58 $1.44 Million - $1.73 Million	27,723 New	27,723 $1.72 Billion

Others Institutions Holding IXN

# of Institutions

477

Shares Held

32.7M

Call Options Held

5.7K

Put Options Held

600

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About ISHARES GLOBAL INFORMATION TEC

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Certus Wealth Management, LLC Ishares Global Information Tec Transaction History