Certus Wealth Management, LLC Ishares Barclays Transaction History

Certus Wealth Management, LLC

$130 Million
Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Certus Wealth Management, LLC holds 25,760 shares of IEF stock, worth $2.43 Million. This represents 1.86% of its overall portfolio holdings.

Number of Shares

25,760

Previous 29,038 11.29%

Holding current value

$2.43 Million

Previous $2.75 Million 12.23%

% of portfolio

1.86%

Previous 2.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$91.24 - $94.6 $299,084 - $310,098	-3,278 Reduced 11.29%	25,760 $2.41 Million
Q1 2024 May 06, 2024	BUY	$93.54 - $96.82 $982,263 - $1.02 Million	10,501 Added 56.65%	29,038 $2.75 Million
Q4 2023 Feb 09, 2024	BUY	$88.95 - $97.0 $417,976 - $455,803	4,699 Added 33.96%	18,537 $1.79 Million
Q3 2023 Nov 02, 2023	BUY	$91.32 - $97.13 $601,159 - $639,406	6,583 Added 90.74%	13,838 $1.27 Million
Q2 2023 Aug 10, 2023	BUY	$96.39 - $100.48 $699,309 - $728,982	7,255 New	7,255 $701 Million

Others Institutions Holding IEF

# of Institutions

1,022

Shares Held

242M

Call Options Held

17.5M

Put Options Held

14.1M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

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Certus Wealth Management, LLC Ishares Barclays Transaction History