Bernardo Wealth Planning LLC Ishares Global Information Tec Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Global Information Tec stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 35,236 shares of IXN stock, worth $2.91 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
35,236
Previous 37,408
5.81%
Holding current value
$2.91 Million
Previous $3.1 Million
5.13%
% of portfolio
0.71%
Previous 0.83%
Shares
24 transactions
Others Institutions Holding IXN
# of Institutions
474Shares Held
32.6MCall Options Held
5.7KPut Options Held
600-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.93MShares$407 Million0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY2.78MShares$230 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.33MShares$192 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.86MShares$154 Million2.31% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.42MShares$117 Million2.4% of portfolio