Bernardo Wealth Planning LLC Ishares Core S&P U.S Growth Et Transaction History

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 2,059 shares of IUSG stock, worth $336,069. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,059
Previous 2,059 -0.0%
Holding current value
$336,069
Previous $262,000 18.32%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$126.86 - $146.45 $1,902 - $2,196
15 Added 0.73%
2,059 $261,000
Q4 2023

Jan 25, 2024
BUY
$91.06 - $104.51 $186,126 - $213,618
2,044 New
2,044 $212,000
Q2 2022

Jul 29, 2022
SELL
$80.61 - $107.49 $164,766 - $219,709
-2,044 Closed
0 $0
Q2 2021

Jul 30, 2021
BUY
$91.91 - $101.16 $187,864 - $206,771
2,044 New
2,044 $206,000

Others Institutions Holding IUSG

# of Institutions
872
Shares Held
123M
Call Options Held
9.8K
Put Options Held
100
View Full List

About ISHARES CORE S&P U.S GROWTH ET

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