Certus Wealth Management, LLC Ishares S&P 500 Value ETF Transaction History

Certus Wealth Management, LLC

  • $144 Million
  • Q4 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 13,727 shares of IVE stock, worth $2.7 Million. This represents 1.82% of its overall portfolio holdings.

Number of Shares
13,727
Previous 13,596 0.96%
Holding current value
$2.7 Million
Previous $2.68 Million 2.24%
% of portfolio
1.82%
Previous 1.89%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$189.5 - $206.17 $24,824 - $27,008
131 Added 0.96%
13,727 $2.62 Million
Q3 2024

Nov 12, 2024
BUY
$181.06 - $197.17 $2.46 Million - $2.68 Million
13,596 New
13,596 $2.68 Million

Others Institutions Holding IVE

# of Institutions
1,650
Shares Held
145M
Call Options Held
88.8K
Put Options Held
36.5K
View Full List

About ISHARES S&P 500 VALUE ETF

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