Certus Wealth Management, LLC IVE Holdings History
Certus Wealth Management, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 21,143.00 shares of iShares S&P 500 Value ETF(IVE), totaling $4.02 Mil. This investment constitutes 2.73% of their stock portfolio, and Certus Wealth Management, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q3. And since then Certus Wealth Management, LLC has made 3 purchases of IVE, at an average price of $191.25, for a total of 21,143.00 shares. Based on historical transaction data and IVE's current price of $197.76, Certus Wealth Management, LLC's estimated gain on his IVE holdings is $137,697.01, reflecting a 3.41% gain to date.
Certus Wealth Management, LLC IVE ($197.76) Holding Chart
Certus Wealth Management, LLC IVE ($197.76) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
