Bernardo Wealth Planning LLC Ishares Core S&P Sm 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 Sm Cap ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 2,282 shares of IJR stock, worth $270,280. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,282
Previous 2,070
10.24%
Holding current value
$270,280
Previous $245,000
6.94%
% of portfolio
0.06%
Previous 0.06%
Shares
25 transactions
Others Institutions Holding IJR
# of Institutions
2,644Shares Held
505MCall Options Held
1.03MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.3 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.67 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.21 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.1 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$1.91 Billion0.44% of portfolio