Bernardo Wealth Planning LLC Ishares Tr Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 30, 2021	SELL	$71.2 - $75.53 $53,400 - $56,647	-750 Reduced 10.37%	6,484 $475,000
Q1 2021 Apr 23, 2021	SELL	$67.31 - $72.38 $7,942 - $8,540	-118 Reduced 1.61%	7,234 $508,000
Q4 2020 Feb 01, 2021	SELL	$57.1 - $67.59 $50,305 - $59,546	-881 Reduced 10.7%	7,352 $493,000
Q2 2020 Aug 03, 2020	SELL	$44.8 - $57.28 $1.02 Million - $1.3 Million	-22,691 Reduced 73.38%	8,233 $448,000
Q1 2020 May 01, 2020	SELL	$40.8 - $63.03 $231,866 - $358,199	-5,683 Reduced 15.52%	30,924 $1.45 Million
Q4 2019 Feb 10, 2020	SELL	$56.35 - $62.1 $79,002 - $87,064	-1,402 Reduced 3.69%	36,607 $2.27 Million
Q3 2019 Nov 04, 2019	SELL	$54.56 - $59.46 $70,273 - $76,584	-1,288 Reduced 3.28%	38,009 $2.2 Million
Q2 2019 Aug 13, 2019	BUY	$56.4 - $59.92 $80,652 - $85,685	1,430 Added 3.78%	39,297 $2.3 Million
Q1 2019 May 08, 2019	BUY	$51.94 - $58.78 $301,459 - $341,159	5,804 Added 18.1%	37,867 $2.2 Million
Q4 2018 Feb 14, 2019	BUY	$50.85 - $60.45 $1.63 Million - $1.94 Million	32,063 New	32,063 $1.68 Million

Others Institutions Holding IXUS

# of Institutions

809

Shares Held

479M

Call Options Held

12K

Put Options Held

6.7K

About ISHARES TR

Ticker IXUS
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