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 425 shares of ITA stock, worth $87,656. This represents 0.04% of its overall portfolio holdings.

Number of Shares
425
Previous 425 -0.0%
Holding current value
$87,656
Previous $80.2 Million 10.93%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$135.31 - $188.64 $13,531 - $18,864
100 Added 30.77%
425 $80.2 Million
Q4 2024

Feb 27, 2025
SELL
$144.31 - $157.31 $61,043 - $66,542
-423 Reduced 56.55%
325 $47.2 Million
Q4 2024

Feb 13, 2025
BUY
$144.31 - $157.31 $107,943 - $117,667
748 New
748 $93.2 Million

Others Institutions Holding ITA

# of Institutions
877
Shares Held
21.4M
Call Options Held
1.04M
Put Options Held
416K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Bernard Wealth Management Corp. Portfolio

Follow Bernard Wealth Management Corp. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email