Bernard Wealth Management Corp. Ishares Tr Transaction History

Bernard Wealth Management Corp.

$173 Billion
Q4 2024

A detailed history of Bernard Wealth Management Corp. transactions in Ishares Tr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 7,509 shares of IYG stock, worth $621,369. This represents 0.8% of its overall portfolio holdings.

Number of Shares

7,509

Holding current value

$621,369

% of portfolio

0.8%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

268

Shares Held

13.2M

Call Options Held

9.2K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.56M
Shares

$129 Million
2.83% of portfolio
Envestnet Asset Management Inc

1.44M
Shares

$119 Million
0.04% of portfolio
Goldman Sachs Group Inc New York, NY

1.14M
Shares

$94.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$81.2 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$46.5 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Bernard Wealth Management Corp. Ishares Tr Transaction History