Certus Wealth Management, LLC Ishares Dj Us Tech ETF Transaction History

Certus Wealth Management, LLC

$144 Million
Q4 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 15,942 shares of IYW stock, worth $2.28 Million. This represents 1.76% of its overall portfolio holdings.

Number of Shares

15,942

Previous 16,396 2.77%

Holding current value

$2.28 Million

Previous $2.49 Million 2.33%

% of portfolio

1.76%

Previous 1.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$148.14 - $166.23 $67,255 - $75,468	-454 Reduced 2.77%	15,942 $2.54 Million
Q3 2024 Nov 12, 2024	BUY	$133.16 - $158.73 $1.37 Million - $1.64 Million	10,318 Added 169.76%	16,396 $2.49 Million
Q2 2024 Aug 02, 2024	BUY	$124.75 - $153.46 $2,370 - $2,915	19 Added 0.31%	6,078 $914,000
Q1 2024 May 06, 2024	BUY	$117.5 - $136.59 $25,380 - $29,503	216 Added 3.7%	6,059 $818,000
Q4 2023 Feb 09, 2024	BUY	$101.31 - $123.31 $193,502 - $235,522	1,910 Added 48.56%	5,843 $717,000
Q3 2023 Nov 02, 2023	BUY	$103.39 - $113.67 $5,376 - $5,910	52 Added 1.34%	3,933 $412,000
Q2 2023 Aug 10, 2023	BUY	$88.68 - $109.37 $344,167 - $424,464	3,881 New	3,881 $423 Million

Others Institutions Holding IYW

# of Institutions

1,238

Shares Held

84.6M

Call Options Held

118K

Put Options Held

73.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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 Dj Us Tech ETF Transaction History