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 3,366 shares of MBB stock, worth $312,398. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,366
Previous 4,124 18.38%
Holding current value
$312,398
Previous $378,000 16.67%
% of portfolio
0.22%
Previous 0.26%

Shares

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

May 13, 2025
SELL
$90.37 - $94.08 $68,500 - $71,312
-758 Reduced 18.38%
3,366 $315,000
Q4 2024

Feb 11, 2025
BUY
$91.26 - $95.82 $28,473 - $29,895
312 Added 8.18%
4,124 $378,000
Q3 2024

Nov 12, 2024
BUY
$90.85 - $96.66 $346,320 - $368,467
3,812 New
3,812 $365,000

Others Institutions Holding MBB

# of Institutions
1,046
Shares Held
349M
Call Options Held
615K
Put Options Held
48K
View Full List

About ISHARES TR

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