Bernardo Wealth Planning LLC Ishares Tr Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 23, 2021	SELL	$68.58 - $73.12 $676,061 - $720,816	-9,858 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$58.13 - $69.71 $268,444 - $321,920	4,618 Added 88.13%	9,858 $681,000
Q3 2020 Oct 23, 2020	SELL	$57.43 - $62.28 $28,944 - $31,389	-504 Reduced 8.77%	5,240 $315,000
Q2 2020 Aug 03, 2020	SELL	$47.43 - $60.75 $3.81 Million - $4.87 Million	-80,230 Reduced 93.32%	5,744 $328,000
Q1 2020 May 01, 2020	BUY	$43.31 - $66.12 $3.24 Million - $4.94 Million	74,727 Added 664.42%	85,974 $4.29 Million
Q4 2019 Feb 10, 2020	BUY	$59.36 - $65.51 $267,357 - $295,057	4,504 Added 66.8%	11,247 $733,000
Q3 2019 Nov 04, 2019	SELL	$57.44 - $62.42 $53,706 - $58,362	-935 Reduced 12.18%	6,743 $411,000
Q2 2019 Aug 13, 2019	BUY	$59.39 - $62.73 $26,784 - $28,291	451 Added 6.24%	7,678 $471,000
Q1 2019 May 08, 2019	BUY	$54.44 - $61.46 $48,124 - $54,330	884 Added 13.94%	7,227 $439,000
Q4 2018 Feb 14, 2019	BUY	$53.06 - $64.19 $336,559 - $407,157	6,343 New	6,343 $349,000

Others Institutions Holding IEFA

# of Institutions

2,000

Shares Held

1.42B

Call Options Held

164K

Put Options Held

52.1K

About ISHARES TR

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