Bernardo Wealth Planning LLC Ishares Core S&P 500 ETF Transaction History
Bernardo Wealth Planning LLC
- $372 Million
- Q2 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 69,931 shares of IVV stock, worth $40 Million. This represents 10.3% of its overall portfolio holdings.
Number of Shares
69,931
Previous 70,539
0.86%
Holding current value
$40 Million
Previous $37.1 Million
3.19%
% of portfolio
10.3%
Previous 10.32%
Shares
23 transactions
Others Institutions Holding IVV
# of Institutions
3,324Shares Held
659MCall Options Held
715KPut Options Held
951K-
Black Rock Inc. New York, NY66.4MShares$38 Billion0.84% of portfolio
-
Envestnet Asset Management Inc36MShares$20.6 Billion7.01% of portfolio
-
Northwestern Mutual Wealth Management CO28.4MShares$16.2 Billion15.33% of portfolio
-
Marshall Wace, LLP London, X022.5MShares$12.9 Billion17.06% of portfolio
-
Morgan Stanley New York, NY21.8MShares$12.5 Billion0.94% of portfolio