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

Certus Wealth Management, LLC

  • $127 Million
  • Q1 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 9,876 shares of OEF stock, worth $2.63 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares
9,876
Previous 8,354 18.22%
Holding current value
$2.63 Million
Previous $1.87 Million 30.92%
% of portfolio
1.93%
Previous 1.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
771
Shares Held
34.4M
Call Options Held
12.6K
Put Options Held
12.7K
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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