Certus Wealth Management, LLC Ishares Barclays Transaction History

Certus Wealth Management, LLC

$142 Million
Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Certus Wealth Management, LLC holds 25,742 shares of IEF stock, worth $2.37 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares

25,742

Previous 25,760 0.07%

Holding current value

$2.37 Million

Previous $2.41 Million 4.68%

% of portfolio

1.78%

Previous 1.86%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$92.67 - $99.14 $1,668 - $1,784	-18 Reduced 0.07%	25,742 $2.53 Million
Q2 2024 Aug 02, 2024	SELL	$91.24 - $94.6 $299,084 - $310,098	-3,278 Reduced 11.29%	25,760 $2.41 Million
Q1 2024 May 06, 2024	BUY	$93.54 - $96.82 $982,263 - $1.02 Million	10,501 Added 56.65%	29,038 $2.75 Million
Q4 2023 Feb 09, 2024	BUY	$88.95 - $97.0 $417,976 - $455,803	4,699 Added 33.96%	18,537 $1.79 Million
Q3 2023 Nov 02, 2023	BUY	$91.32 - $97.13 $601,159 - $639,406	6,583 Added 90.74%	13,838 $1.27 Million
Q2 2023 Aug 10, 2023	BUY	$96.39 - $100.48 $699,309 - $728,982	7,255 New	7,255 $701 Million

Others Institutions Holding IEF

# of Institutions

1,055

Shares Held

280M

Call Options Held

13.2M

Put Options Held

13.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Account

Certus Wealth Management, LLC Ishares Barclays Transaction History