Certus Wealth Management, LLC Ishares Tr Transaction History

Certus Wealth Management, LLC

$142 Million
Q3 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 26,975 shares of IEFA stock, worth $1.94 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

26,975

Previous 27,734 2.74%

Holding current value

$1.94 Million

Previous $2.01 Million 4.52%

% of portfolio

1.48%

Previous 1.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$70.09 - $78.74 $53,198 - $59,763	-759 Reduced 2.74%	26,975 $2.11 Million
Q2 2024 Aug 02, 2024	BUY	$70.77 - $76.19 $9,200 - $9,904	130 Added 0.47%	27,734 $2.01 Million
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

1,998

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

Ticker IEFA
Sector ETFs
Industry ETFs

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Certus Wealth Management, LLC Ishares Tr Transaction History