Certus Wealth Management, LLC Ishares Tr Transaction History

Certus Wealth Management, LLC

  • $130 Million
  • Q2 2024

A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Certus Wealth Management, LLC holds 27,734 shares of IEFA stock, worth $2.05 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares
27,734
Previous 27,604 0.47%
Holding current value
$2.05 Million
Previous $2.05 Million 1.66%
% of portfolio
1.55%
Previous 1.61%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$70.77 - $76.19 $9,200 - $9,904
130 Added 0.47%
27,734 $2.01 Million
Q1 2024

May 06, 2024
SELL
$68.14 - $74.43 $657,346 - $718,026
-9,647 Reduced 25.9%
27,604 $2.05 Million
Q4 2023

Feb 09, 2024
SELL
$61.3 - $70.47 $346,345 - $398,155
-5,650 Reduced 13.17%
37,251 $2.62 Million
Q3 2023

Nov 02, 2023
SELL
$64.04 - $69.58 $1.95 Million - $2.12 Million
-30,436 Reduced 41.5%
42,901 $2.76 Million
Q2 2023

Aug 10, 2023
BUY
$66.03 - $69.1 $4.84 Million - $5.07 Million
73,337 New
73,337 $4.95 Billion

Others Institutions Holding IEFA

# of Institutions
1,968
Shares Held
1.42B
Call Options Held
141K
Put Options Held
534K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track Certus Wealth Management, LLC Portfolio

Follow Certus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Certus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Certus Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email