Bernardo Wealth Planning LLC Ishares Trust Ishares Esg Awar Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$81.27 - $102.58 $4.94 Million - $6.23 Million	-60,761 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$93.13 - $108.44 $138,484 - $161,250	1,487 Added 2.51%	60,761 $6.16 Million
Q4 2021 Jan 27, 2022	BUY	$98.21 - $108.46 $121,485 - $134,165	1,237 Added 2.13%	59,274 $6.4 Million
Q3 2021 Oct 15, 2021	SELL	$97.63 - $104.12 $95,189 - $101,517	-975 Reduced 1.65%	58,037 $5.71 Million
Q2 2021 Jul 30, 2021	BUY	$91.95 - $98.47 $515,379 - $551,924	5,605 Added 10.49%	59,012 $5.81 Million
Q1 2021 Apr 23, 2021	BUY	$84.89 - $91.26 $108,913 - $117,086	1,283 Added 2.46%	53,407 $4.85 Million
Q4 2020 Feb 01, 2021	BUY	$74.43 - $86.03 $227,904 - $263,423	3,062 Added 6.24%	52,124 $4.48 Million
Q3 2020 Oct 23, 2020	BUY	$70.41 - $81.56 $35,557 - $41,187	505 Added 1.04%	49,062 $3.74 Million
Q2 2020 Aug 03, 2020	BUY	$55.08 - $72.67 $230,509 - $304,123	4,185 Added 9.43%	48,557 $3.4 Million
Q1 2020 May 01, 2020	BUY	$49.98 - $75.58 $2.22 Million - $3.35 Million	44,372 New	44,372 $2.55 Million

Others Institutions Holding ESGU

# of Institutions

810

Shares Held

94.7M

Call Options Held

0

Put Options Held

0

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.