Bernardo Wealth Planning LLC Ishares Core Total Usd Bond Ma 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 2023 Jul 21, 2023	SELL	$45.12 - $46.45 $8.11 Million - $8.35 Million	-179,676 Reduced 90.98%	17,808 $809,000
Q1 2023 May 05, 2023	BUY	$44.68 - $46.69 $88,600 - $92,586	1,983 Added 1.01%	197,484 $9.11 Million
Q4 2022 Jan 30, 2023	BUY	$43.31 - $46.11 $678,191 - $722,036	15,659 Added 8.71%	195,501 $8.78 Million
Q3 2022 Oct 24, 2022	BUY	$44.1 - $48.01 $72,147 - $78,544	1,636 Added 0.92%	179,842 $7.81 Million
Q2 2022 Jul 29, 2022	SELL	$45.73 - $49.5 $238,527 - $258,192	-5,216 Reduced 2.84%	178,206 $8.34 Million
Q1 2022 May 06, 2022	BUY	$49.13 - $52.58 $1.31 Million - $1.4 Million	26,597 Added 16.96%	183,422 $9.1 Million
Q4 2021 Jan 27, 2022	BUY	$52.59 - $53.43 $449,223 - $456,399	8,542 Added 5.76%	156,825 $8.3 Million
Q3 2021 Oct 15, 2021	BUY	$53.21 - $53.97 $2,447 - $2,482	46 Added 0.03%	148,283 $7.89 Million
Q2 2021 Jul 30, 2021	BUY	$52.74 - $53.49 $7.59 Million - $7.69 Million	143,842 Added 3272.86%	148,237 $7.93 Million
Q1 2021 Apr 23, 2021	BUY	$52.55 - $54.49 $230,957 - $239,483	4,395 New	4,395 $231,000

Others Institutions Holding IUSB

# of Institutions

705

Shares Held

699M

Call Options Held

0

Put Options Held

0

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