Certus Wealth Management, LLC Ishares Tr Transaction History

Certus Wealth Management, LLC

  • $155 Million
  • Q3 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Certus Wealth Management, LLC holds 3,068 shares of MBB stock, worth $291,674. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,068
Previous 3,364 8.8%
Holding current value
$291,674
Previous $315,000 7.62%
% of portfolio
0.19%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$92.46 - $95.73 $27,368 - $28,336
-296 Reduced 8.8%
3,068 $291,000
Q2 2025

Jul 24, 2025
SELL
$91.41 - $94.22 $182 - $188
-2 Reduced 0.06%
3,364 $315,000
Q1 2025

May 13, 2025
SELL
$90.37 - $94.08 $68,500 - $71,312
-758 Reduced 18.38%
3,366 $315,000
Q4 2024

Feb 11, 2025
BUY
$91.26 - $95.82 $28,473 - $29,895
312 Added 8.18%
4,124 $378,000
Q3 2024

Nov 12, 2024
BUY
$90.85 - $96.66 $346,320 - $368,467
3,812 New
3,812 $365,000

Others Institutions Holding MBB

# of Institutions
1,071
Shares Held
395M
Call Options Held
130K
Put Options Held
272K
View Full List

About ISHARES TR

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