A detailed history of Certus Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Certus Wealth Management, LLC holds 18,905 shares of IFRA stock, worth $882,674. This represents 0.61% of its overall portfolio holdings.

Number of Shares
18,905
Previous 14,252 32.65%
Holding current value
$882,674
Previous $617,000 29.01%
% of portfolio
0.61%
Previous 0.49%

Shares

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

Aug 02, 2024

BUY
$41.22 - $44.87 $191,796 - $208,780
4,653 Added 32.65%
18,905 $796,000
Q1 2024

May 06, 2024

SELL
$38.14 - $43.36 $30,550 - $34,731
-801 Reduced 5.32%
14,252 $617,000
Q4 2023

Feb 09, 2024

BUY
$34.58 - $40.63 $14,523 - $17,064
420 Added 2.87%
15,053 $606,000
Q3 2023

Nov 02, 2023

BUY
$36.59 - $40.45 $288,585 - $319,029
7,887 Added 116.91%
14,633 $535,000
Q2 2023

Aug 10, 2023

BUY
$35.99 - $39.08 $242,788 - $263,633
6,746 New
6,746 $264 Million

Others Institutions Holding IFRA

About ISHARES TR


  • Ticker IFRA
  • Sector ETFs
  • Industry ETFs
More about IFRA
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