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 2 shares of ITB stock, worth $205. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$205

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 14, 2025	BUY	$94.18 - $117.14 $188 - $234	2 New	2 $215,000

Others Institutions Holding ITB

# of Institutions

404

Shares Held

21.1M

Call Options Held

3.59M

Put Options Held

7.38M

Bank Of America Corp Charlotte, NC

6.96M
Shares

$716 Million
0.05% of portfolio
Morgan Stanley New York, NY

2.57M
Shares

$264 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

1.94M
Shares

$200 Million
0.03% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

1.15M
Shares

$119 Million
0.22% of portfolio
Ubs Group Ag

985K
Shares

$101 Million
0.02% of portfolio

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About ISHARES TR

Ticker ITB
Sector ETFs
Industry ETFs

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Bernard Wealth Management Corp. Ishares Tr Transaction History