Bernardo Wealth Planning LLC Ishares Russell 2000 ETF Transaction History

Bernardo Wealth Planning LLC

$422 Million
Q4 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 1,325 shares of IWM stock, worth $300,086. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,325

Holding current value

$300,086

% of portfolio

0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$216.13 - $242.4 $286,372 - $321,180	1,325 New	1,325 $292,000
Q1 2021 Apr 23, 2021	SELL	$193.5 - $234.42 $344,236 - $417,033	-1,779 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$152.18 - $199.14 $760 - $995	5 Added 0.28%	1,779 $348,000
Q3 2020 Oct 23, 2020	SELL	$139.07 - $158.46 $973 - $1,109	-7 Reduced 0.39%	1,774 $265,000
Q2 2020 Aug 03, 2020	SELL	$104.62 - $153.09 $9,729 - $14,237	-93 Reduced 4.96%	1,781 $255,000
Q1 2020 May 01, 2020	SELL	$99.9 - $169.53 $84,615 - $143,591	-847 Reduced 31.13%	1,874 $214,000
Q4 2019 Feb 10, 2020	SELL	$146.46 - $166.68 $19,918 - $22,668	-136 Reduced 4.76%	2,721 $450,000
Q3 2019 Nov 04, 2019	SELL	$144.85 - $157.9 $2,897 - $3,158	-20 Reduced 0.7%	2,857 $432,000
Q2 2019 Aug 13, 2019	SELL	$145.86 - $160.71 $8,751 - $9,642	-60 Reduced 2.04%	2,877 $447,000
Q4 2018 Feb 14, 2019	BUY	$125.88 - $166.33 $369,709 - $488,511	2,937 New	2,937 $393,000

Others Institutions Holding IWM

# of Institutions

2,761

Shares Held

308M

Call Options Held

232M

Put Options Held

522M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Bernardo Wealth Planning LLC Ishares Russell 2000 ETF Transaction History