Bernardo Wealth Planning LLC Ishares S&P 500 Value ETF Transaction History
Bernardo Wealth Planning LLC
- $422 Million
- Q4 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 9,487 shares of IVE stock, worth $1.8 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
9,487
Previous 9,487
-0.0%
Holding current value
$1.8 Million
Previous $1.9 Million
4.79%
% of portfolio
0.43%
Previous 0.46%
Shares
15 transactions
Others Institutions Holding IVE
# of Institutions
1,674Shares Held
146MCall Options Held
107KPut Options Held
60.7K-
Jpmorgan Chase & CO New York, NY16.9MShares$3.2 Billion0.26% of portfolio
-
Envestnet Asset Management Inc13.4MShares$2.55 Billion0.85% of portfolio
-
Morgan Stanley New York, NY13MShares$2.47 Billion0.18% of portfolio
-
Bank Of America Corp Charlotte, NC8.15MShares$1.55 Billion0.13% of portfolio
-
Wells Fargo & Company San Francisco, CA6.49MShares$1.23 Billion0.29% of portfolio