Bernardo Wealth Planning LLC Ishares Core S&P Mid Cap ETF Transaction History

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 5,723 shares of IJH stock, worth $332,849. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,723
Previous 5,401 5.96%
Holding current value
$332,849
Previous $345,000 3.19%
% of portfolio
0.08%
Previous 0.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
$61.68 - $67.87 $19,860 - $21,854
322 Added 5.96%
5,723 $356,000
Q3 2024

Oct 18, 2024
BUY
$57.32 - $62.65 $1,719 - $1,879
30 Added 0.56%
5,401 $345,000
Q1 2024

May 07, 2024
BUY
$56.98 - $284.98 $244,843 - $1.22 Million
4,297 Added 400.09%
5,371 $326,000
Q4 2023

Jan 25, 2024
SELL
$232.04 - $279.85 $23,204 - $27,985
-100 Reduced 8.52%
1,074 $297,000
Q3 2023

Oct 30, 2023
BUY
$246.15 - $272.4 $24,615 - $27,239
100 Added 9.31%
1,174 $292,000
Q2 2023

Jul 21, 2023
SELL
$240.22 - $261.48 $37,234 - $40,529
-155 Reduced 12.61%
1,074 $280,000
Q1 2023

May 05, 2023
SELL
$237.25 - $271.72 $11,625 - $13,314
-49 Reduced 3.83%
1,229 $307,000
Q2 2022

Jul 29, 2022
SELL
$219.07 - $270.08 $7,448 - $9,182
-34 Reduced 2.59%
1,278 $289,000
Q1 2021

Apr 23, 2021
SELL
$226.3 - $267.93 $679,805 - $804,861
-3,004 Reduced 69.6%
1,312 $341,000
Q4 2020

Feb 01, 2021
SELL
$187.77 - $230.69 $6,759 - $8,304
-36 Reduced 0.83%
4,316 $992,000
Q3 2020

Oct 23, 2020
BUY
$174.43 - $196.49 $9,942 - $11,199
57 Added 1.33%
4,352 $806,000
Q2 2020

Aug 03, 2020
SELL
$133.18 - $194.42 $254,773 - $371,925
-1,913 Reduced 30.82%
4,295 $763,000
Q1 2020

May 01, 2020
SELL
$121.75 - $210.58 $79,259 - $137,087
-651 Reduced 9.49%
6,208 $893,000
Q4 2019

Feb 10, 2020
BUY
$185.78 - $206.16 $61,121 - $67,826
329 Added 5.04%
6,859 $1.41 Million
Q3 2019

Nov 04, 2019
SELL
$183.17 - $198.52 $42,312 - $45,858
-231 Reduced 3.42%
6,530 $1.26 Million
Q2 2019

Aug 13, 2019
SELL
$181.14 - $198.0 $436,909 - $477,576
-2,412 Reduced 26.29%
6,761 $1.31 Million
Q1 2019

May 08, 2019
BUY
$162.83 - $193.4 $68,062 - $80,841
418 Added 4.77%
9,173 $1.74 Million
Q4 2018

Feb 14, 2019
BUY
$156.48 - $199.76 $1.37 Million - $1.75 Million
8,755 New
8,755 $1.45 Million

Others Institutions Holding IJH

# of Institutions
2,652
Shares Held
1.14B
Call Options Held
773K
Put Options Held
70.2K
View Full List

About ISHARES CORE S&P MID-CAP ETF

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