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

Certus Wealth Management, LLC

$141 Million
Q1 2025

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 12,744 shares of IVV stock, worth $7.6 Million. This represents 5.09% of its overall portfolio holdings.

Number of Shares

12,744

Previous 12,627 0.93%

Holding current value

$7.6 Million

Previous $7.43 Million 3.67%

% of portfolio

5.09%

Previous 5.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$554.06 - $615.85 $64,825 - $72,054	117 Added 0.93%	12,744 $7.16 Million
Q4 2024 Feb 11, 2025	SELL	$570.51 - $610.59 $17,115 - $18,317	-30 Reduced 0.24%	12,627 $7.43 Million
Q3 2024 Nov 12, 2024	BUY	$520.18 - $576.82 $1.19 Million - $1.31 Million	2,279 Added 21.96%	12,657 $7.3 Million
Q2 2024 Aug 02, 2024	SELL	$497.53 - $549.64 $604,001 - $667,262	-1,214 Reduced 10.47%	10,378 $5.68 Million
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

3,927

Shares Held

821M

Call Options Held

15.3M

Put Options Held

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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