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 $267,199. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,282
Previous 2,070
10.24%
Holding current value
$267,199
Previous $245,000
6.94%
% of portfolio
0.06%
Previous 0.06%
Shares
25 transactions
Others Institutions Holding IJR
# of Institutions
2,788Shares Held
536MCall Options Held
995KPut Options Held
461K-
Northwestern Mutual Wealth Management CO38.1MShares$4.46 Billion3.73% of portfolio
-
Bank Of America Corp Charlotte, NC32.1MShares$3.75 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.24 Billion0.16% of portfolio
-
Envestnet Asset Management Inc18.2MShares$2.13 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA17.2MShares$2.01 Billion0.46% of portfolio