Certus Wealth Management, LLC IVV Holdings History
Certus Wealth Management, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Certus Wealth Management, LLC held 12,744.00 shares of iShares Core S&P 500 ETF(IVV), totaling $7.46 Mil. This investment constitutes 5.07% of their stock portfolio, and Certus Wealth Management, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2023Q2. And since then Certus Wealth Management, LLC has made 5 purchases of IVV, at an average price of $448.55, for a total of 13,988.00 shares. In addition, there have been 2 sales at an average price of $527.43 for 1,244.00 shares. Based on historical transaction data and IVV's current price of $630.67, Certus Wealth Management, LLC's estimated gain on his IVV holdings is $2.42 Mil, reflecting a 38.55% gain to date.
Certus Wealth Management, LLC IVV ($630.67) Holding Chart
Certus Wealth Management, LLC IVV ($630.67) 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 % | |||
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