Certus Wealth Management, LLC Ishares Tr Transaction History

Certus Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Certus Wealth Management, LLC holds 27,604 shares of IEFA stock, worth $2.05 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares
27,604
Previous 37,251 25.9%
Holding current value
$2.05 Million
Previous $2.62 Million 21.83%
% of portfolio
1.61%
Previous 2.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024
SELL
$68.14 - $74.43 $657,346 - $718,026
-9,647 Reduced 25.9%
27,604 $2.05 Million
Q4 2023

Feb 09, 2024
SELL
$61.3 - $70.47 $346,345 - $398,155
-5,650 Reduced 13.17%
37,251 $2.62 Million
Q3 2023

Nov 02, 2023
SELL
$64.04 - $69.58 $1.95 Million - $2.12 Million
-30,436 Reduced 41.5%
42,901 $2.76 Million
Q2 2023

Aug 10, 2023
BUY
$66.03 - $69.1 $4.84 Million - $5.07 Million
73,337 New
73,337 $4.95 Billion

Others Institutions Holding IEFA

# of Institutions
1,890
Shares Held
1.47B
Call Options Held
198K
Put Options Held
49.7K
View Full List

About ISHARES TR

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