Certus Wealth Management, LLC Ishares Tr Edge Invt Grade Enh Transaction History

Certus Wealth Management, LLC

  • $141 Million
  • Q1 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Certus Wealth Management, LLC holds 6,011 shares of IGEB stock, worth $270,014. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,011
Previous 5,078 18.37%
Holding current value
$270,014
Previous $225,000 20.0%
% of portfolio
0.19%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$43.76 - $45.31 $40,828 - $42,274
933 Added 18.37%
6,011 $270,000
Q4 2024

Feb 11, 2025
SELL
$44.21 - $46.46 $124,406 - $130,738
-2,814 Reduced 35.66%
5,078 $225,000
Q3 2024

Nov 12, 2024
BUY
$43.99 - $46.63 $347,169 - $368,003
7,892 New
7,892 $366,000

Others Institutions Holding IGEB

# of Institutions
166
Shares Held
22.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR EDGE INVT GRADE ENH

IGEB Quotes by TradingView
  • Ticker IGEB
  • Sector ETFs
  • Industry ETFs
More about IGEB
Track This Portfolio

Track Certus Wealth Management, LLC Portfolio

Follow Certus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email