Bernardo Wealth Planning LLC Ishares Tr Transaction History

Bernardo Wealth Planning LLC

  • $359 Million
  • Q1 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 8,670 shares of IYE stock, worth $417,807. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,670
Previous 10,112 14.26%
Holding current value
$417,807
Previous $446,000 4.04%
% of portfolio
0.12%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$41.9 - $49.4 $60,419 - $71,234
-1,442 Reduced 14.26%
8,670 $428,000
Q4 2023

Jan 25, 2024
SELL
$42.54 - $48.28 $26,842 - $30,464
-631 Reduced 5.87%
10,112 $446,000
Q3 2023

Oct 30, 2023
SELL
$41.76 - $48.97 $23,719 - $27,814
-568 Reduced 5.02%
10,743 $509,000
Q2 2023

Jul 21, 2023
SELL
$40.39 - $45.87 $24,839 - $28,210
-615 Reduced 5.16%
11,311 $484,000
Q1 2023

May 05, 2023
SELL
$40.63 - $49.07 $167,720 - $202,560
-4,128 Reduced 25.71%
11,926 $521,000
Q4 2022

Jan 30, 2023
SELL
$44.46 - $50.5 $107,015 - $121,553
-2,407 Reduced 13.04%
16,054 $746,000
Q3 2022

Oct 24, 2022
SELL
$36.07 - $45.64 $3.69 Million - $4.67 Million
-102,217 Reduced 84.7%
18,461 $859,000
Q2 2022

Jul 29, 2022
SELL
$37.64 - $48.83 $960,234 - $1.25 Million
-25,511 Reduced 17.45%
120,678 $4.6 Million
Q1 2022

May 06, 2022
SELL
$31.0 - $42.12 $165,788 - $225,257
-5,348 Reduced 3.53%
146,189 $5.98 Million
Q4 2021

Jan 27, 2022
BUY
$28.79 - $32.36 $238,611 - $268,199
8,288 Added 5.79%
151,537 $4.56 Million
Q3 2021

Oct 15, 2021
BUY
$24.81 - $29.6 $720,432 - $859,524
29,038 Added 25.42%
143,249 $4.05 Million
Q2 2021

Jul 30, 2021
BUY
$25.2 - $30.0 $2.88 Million - $3.43 Million
114,211 New
114,211 $3.32 Million

Others Institutions Holding IYE

# of Institutions
331
Shares Held
14.8M
Call Options Held
38.1K
Put Options Held
2.9K
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email