Bernard Wealth Management Corp. Ishares Core S&P 500 ETF Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 445 shares of IVV stock, worth $295,471. This represents 0.12% of its overall portfolio holdings.

Number of Shares
445
Previous 464 4.09%
Holding current value
$295,471
Previous $288 Million 3.38%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$620.67 - $670.08 $11,792 - $12,731
-19 Reduced 4.09%
445 $298 Million
Q1 2025

Apr 16, 2025
SELL
$554.06 - $615.85 $8,864 - $9,853
-16 Reduced 3.33%
464 $261 Million
Q4 2024

Feb 27, 2025
SELL
$570.51 - $610.59 $54,198 - $58,006
-95 Reduced 16.52%
480 $283 Million
Q4 2024

Feb 13, 2025
BUY
$570.51 - $610.59 $328,043 - $351,089
575 New
575 $290 Million

Others Institutions Holding IVV

# of Institutions
4,078
Shares Held
745M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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