Bernard Wealth Management Corp. Ishares Transaction History

Bernard Wealth Management Corp.

$173 Billion
Q4 2024

A detailed history of Bernard Wealth Management Corp. transactions in Ishares stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 85 shares of ICLN stock, worth $963. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$963

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$11.35 - $14.51 $964 - $1,233	85 New	85 $1.22 Million

Others Institutions Holding ICLN

# of Institutions

510

Shares Held

40.2M

Call Options Held

4.09M

Put Options Held

2.99M

Bank Of America Corp Charlotte, NC

4.98M
Shares

$56.4 Million
0.0% of portfolio
Morgan Stanley New York, NY

3M
Shares

$34 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

2.03M
Shares

$23 Million
0.01% of portfolio
Ubs Group Ag

1.88M
Shares

$21.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.32M
Shares

$15 Million
0.03% of portfolio

View Full List

About ISHARES

Ticker ICLN
Sector ETFs
Industry ETFs

More about ICLN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernard Wealth Management Corp., based on Form 13F filings with the SEC.

News

Stay updated on Bernard Wealth Management Corp. with notifications on news.

Account

Bernard Wealth Management Corp. Ishares Transaction History