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

Certus Wealth Management, LLC

$127 Million
Q1 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 11,592 shares of IVV stock, worth $6.47 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares

11,592

Previous 11,404 1.65%

Holding current value

$6.47 Million

Previous $5.45 Million 11.9%

% of portfolio

4.8%

Previous 4.64%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$469.56 - $525.73 $88,277 - $98,837	188 Added 1.65%	11,592 $6.09 Million
Q4 2023 Feb 09, 2024	BUY	$412.55 - $479.0 $465,768 - $540,791	1,129 Added 10.99%	11,404 $5.45 Million
Q3 2023 Nov 02, 2023	BUY	$427.76 - $460.18 $317,397 - $341,453	742 Added 7.78%	10,275 $4.41 Million
Q2 2023 Aug 10, 2023	BUY	$406.17 - $445.71 $3.87 Million - $4.25 Million	9,533 New	9,533 $4.25 Billion

Others Institutions Holding IVV

# of Institutions

3,251

Shares Held

623M

Call Options Held

794K

Put Options Held

622K

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

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.

Account

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