Certus Wealth Management, LLC Ishares Msci Usa Value Factor Transaction History

Certus Wealth Management, LLC

  • $155 Million
  • Q3 2025

A detailed history of Certus Wealth Management, LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Certus Wealth Management, LLC holds 3,937 shares of VLUE stock, worth $514,408. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,937
Previous 4,458 11.69%
Holding current value
$514,408
Previous $504,000 2.38%
% of portfolio
0.32%
Previous 0.34%

Shares

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

Nov 07, 2025
SELL
$111.55 - $125.05 $58,117 - $65,151
-521 Reduced 11.69%
3,937 $492,000
Q1 2024

May 06, 2024
SELL
$98.17 - $108.31 $157,366 - $173,620
-1,603 Reduced 26.45%
4,458 $482,000
Q4 2023

Feb 09, 2024
SELL
$85.95 - $101.55 $60,079 - $70,983
-699 Reduced 10.34%
6,061 $613,000
Q3 2023

Nov 02, 2023
SELL
$90.0 - $97.29 $542,340 - $586,269
-6,026 Reduced 47.13%
6,760 $613,000
Q2 2023

Aug 10, 2023
BUY
$87.72 - $94.13 $1.12 Million - $1.2 Million
12,786 New
12,786 $1.2 Billion

Others Institutions Holding VLUE

# of Institutions
496
Shares Held
50.3M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

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