Certus Wealth Management, LLC Ishares Short Term National Mu Transaction History

Certus Wealth Management, LLC

$142 Million
Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Short Term National Mu stock. As of the latest transaction made, Certus Wealth Management, LLC holds 12,007 shares of SUB stock, worth $1.26 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

12,007

Previous 13,152 8.71%

Holding current value

$1.26 Million

Previous $1.38 Million 7.27%

% of portfolio

0.9%

Previous 1.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$104.3 - $106.3 $119,423 - $121,713	-1,145 Reduced 8.71%	12,007 $1.28 Million
Q2 2024 Aug 02, 2024	SELL	$104.04 - $104.8 $642,238 - $646,930	-6,173 Reduced 31.94%	13,152 $1.38 Million
Q1 2024 May 06, 2024	BUY	$104.73 - $105.42 $631,417 - $635,577	6,029 Added 45.34%	19,325 $2.02 Million
Q4 2023 Feb 09, 2024	BUY	$102.62 - $105.46 $258,294 - $265,442	2,517 Added 23.35%	13,296 $1.4 Million
Q3 2023 Nov 02, 2023	BUY	$102.82 - $104.26 $348,559 - $353,441	3,390 Added 45.88%	10,779 $1.11 Million
Q2 2023 Aug 10, 2023	BUY	$103.24 - $105.0 $762,840 - $775,845	7,389 New	7,389 $769 Million

Others Institutions Holding SUB

# of Institutions

827

Shares Held

68.6M

Call Options Held

Put Options Held

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About ISHARES SHORT-TERM NATIONAL MU

Ticker SUB
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Certus Wealth Management, LLC Ishares Short Term National Mu Transaction History