Bernard Wealth Management Corp. Ishares Tr Transaction History

Bernard Wealth Management Corp.

$239 Billion
Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Ishares Tr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 45,536 shares of IYG stock, worth $4 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

45,536

Previous 44,626 2.04%

Holding current value

$4 Million

Previous $3.82 Billion 6.86%

% of portfolio

1.7%

Previous 1.77%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$85.16 - $90.57 $77,495 - $82,418	910 Added 2.04%	45,536 $4.08 Billion
Q2 2025 Jul 24, 2025	BUY	$68.9 - $85.6 $640,907 - $796,251	9,302 Added 26.33%	44,626 $3.82 Billion
Q1 2025 Apr 16, 2025	SELL	$74.6 - $84.81 $2,760 - $3,137	-37 Reduced 0.1%	35,324 $2.77 Billion
Q4 2024 Feb 27, 2025	BUY	$70.24 - $82.34 $1.96 Million - $2.29 Million	27,852 Added 370.91%	35,361 $2.75 Billion
Q4 2024 Feb 13, 2025	BUY	$70.24 - $82.34 $527,432 - $618,291	7,509 New	7,509 $1.38 Billion

Others Institutions Holding IYG

# of Institutions

297

Shares Held

15M

Call Options Held

4.9K

Put Options Held

10.2K

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About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Bernard Wealth Management Corp. Ishares Tr Transaction History