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

Certus Wealth Management, LLC

$149 Million
Q2 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 12,563 shares of IVV stock, worth $8.04 Million. This represents 5.25% of its overall portfolio holdings.

Number of Shares

12,563

Previous 12,744 1.42%

Holding current value

$8.04 Million

Previous $7.16 Million 8.94%

% of portfolio

5.25%

Previous 5.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	SELL	$498.8 - $620.9 $90,282 - $112,382	-181 Reduced 1.42%	12,563 $7.8 Million
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

3,984

Shares Held

799M

Call Options Held

5.37M

Put Options Held

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