Certus Wealth Management, LLC Ishares Msci Usa Size Factor E Transaction History

Certus Wealth Management, LLC

$130 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$113.7 - $122.74 $1 Million - $1.08 Million	8,826 New	8,826 $1.08 Billion

Others Institutions Holding SIZE

# of Institutions

67

Shares Held

1.67M

Call Options Held

0

Put Options Held

1.1K

Black Rock Inc. New York, NY

429K
Shares

$63.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

358K
Shares

$53 Million
0.0% of portfolio
Envestnet Asset Management Inc

182K
Shares

$26.9 Million
0.01% of portfolio
James Reed Financial Services, Inc. Cleveland, OH

171K
Shares

$25.3 Million
26.69% of portfolio
Trinity Wealth Management, LLC

110K
Shares

$16.2 Million
7.47% of portfolio

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