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

Certus Wealth Management, LLC

$155 Million
Q3 2025

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 20,350 shares of OEF stock, worth $5.41 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares

20,350

Previous 13,318 52.8%

Holding current value

$5.41 Million

Previous $3.54 Million 52.82%

% of portfolio

3.49%

Previous 2.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	N/A	7,032 Added 52.8%	20,350 $5.41 Million
Q2 2025 Jul 24, 2025	BUY	N/A	2,648 Added 24.82%	13,318 $3.54 Million
Q1 2025 May 13, 2025	BUY	N/A	5,918 Added 124.54%	10,670 $2.84 Million
Q4 2024 Feb 11, 2025	BUY	N/A	421 Added 9.72%	4,752 $1.26 Million
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

1,090

Shares Held

72.8M

Call Options Held

32.4K

Put Options Held

26.7K

View Full List

About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
Industry ETFs

More about OEF

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