Certus Wealth Management, LLC Ishares Barclays Transaction History

Certus Wealth Management, LLC

$149 Million
Q2 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Certus Wealth Management, LLC holds 20,816 shares of IEF stock, worth $1.99 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

20,816

Previous 25,191 17.37%

Holding current value

$1.99 Million

Previous $2.4 Million 17.03%

% of portfolio

1.34%

Previous 1.71%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$93.15 - $96.56 $407,531 - $422,450	-4,375 Reduced 17.37%	20,816 $1.99 Million
Q1 2025 May 13, 2025	SELL	$91.17 - $95.39 $44,764 - $46,836	-491 Reduced 1.91%	25,191 $2.4 Million
Q4 2024 Feb 11, 2025	SELL	$92.08 - $98.18 $5,524 - $5,890	-60 Reduced 0.23%	25,682 $2.37 Million
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

1,153

Shares Held

305M

Call Options Held

17.9M

Put Options Held

3.47M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Certus Wealth Management, LLC Ishares Barclays Transaction History