Certus Wealth Management, LLC Ishares S&P 100 ETF Transaction History

Certus Wealth Management, LLC

  • $142 Million
  • Q3 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Certus Wealth Management, LLC holds 4,331 shares of OEF stock, worth $1.15 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
4,331
Previous 9,149 52.66%
Holding current value
$1.15 Million
Previous $2.42 Million 52.36%
% of portfolio
0.81%
Previous 1.87%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$266.03 - $266.03 $1.28 Million - $1.28 Million
-4,818 Reduced 52.66%
4,331 $1.15 Million
Q2 2024

Aug 02, 2024
SELL
$234.68 - $265.99 $170,612 - $193,374
-727 Reduced 7.36%
9,149 $2.42 Million
Q1 2024

May 06, 2024
BUY
$219.81 - $247.98 $334,550 - $377,425
1,522 Added 18.22%
9,876 $2.44 Million
Q4 2023

Feb 09, 2024
BUY
$193.71 - $224.12 $1.62 Million - $1.87 Million
8,354 New
8,354 $1.87 Million

Others Institutions Holding OEF

# of Institutions
839
Shares Held
35.9M
Call Options Held
9.9K
Put Options Held
26.4K
View Full List

About ISHARES S&P 100 ETF

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