Certus Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History

Certus Wealth Management, LLC

$144 Million
Q4 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Certus Wealth Management, LLC holds 59,131 shares of ITOT stock, worth $7.18 Million. This represents 5.28% of its overall portfolio holdings.

Number of Shares

59,131

Previous 57,034 3.68%

Holding current value

$7.18 Million

Previous $7.16 Million 6.16%

% of portfolio

5.28%

Previous 5.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$124.26 - $134.12 $260,573 - $281,249	2,097 Added 3.68%	59,131 $7.61 Million
Q3 2024 Nov 12, 2024	SELL	$113.41 - $125.62 $3.64 Million - $4.04 Million	-32,138 Reduced 36.04%	57,034 $7.16 Million
Q2 2024 Aug 02, 2024	SELL	$108.78 - $119.23 $601,662 - $659,461	-5,531 Reduced 5.84%	89,172 $10.6 Million
Q1 2024 May 06, 2024	SELL	$103.16 - $115.3 $15,370 - $17,179	-149 Reduced 0.16%	94,703 $10.9 Million
Q4 2023 Feb 09, 2024	BUY	$90.04 - $105.69 $675,930 - $793,414	7,507 Added 8.59%	94,852 $9.98 Million
Q3 2023 Nov 02, 2023	SELL	$93.72 - $101.39 $214,525 - $232,081	-2,289 Reduced 2.55%	87,345 $8.23 Million
Q2 2023 Aug 10, 2023	BUY	$89.03 - $97.84 $7.98 Million - $8.77 Million	89,634 New	89,634 $8.77 Billion

Others Institutions Holding ITOT

# of Institutions

1,543

Shares Held

303M

Call Options Held

53K

Put Options Held

29.4K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
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Industry ETFs

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Certus Wealth Management, LLC Ishares Core S&P Total U.S. St Transaction History