Bernardo Wealth Planning LLC Ishares Tr Transaction History

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 7,451 shares of IYE stock, worth $338,424. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,451
Previous 7,772 4.13%
Holding current value
$338,424
Previous $383,000 12.01%
% of portfolio
0.07%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$40.36 - $49.67 $12,955 - $15,944
-321 Reduced 4.13%
7,451 $337,000
Q1 2025

Apr 22, 2025
SELL
$45.23 - $49.95 $407 - $449
-9 Reduced 0.12%
7,772 $383,000
Q4 2024

Jan 16, 2025
SELL
$43.93 - $51.37 $8,742 - $10,222
-199 Reduced 2.49%
7,781 $354,000
Q3 2024

Oct 18, 2024
SELL
$44.44 - $49.18 $11,909 - $13,180
-268 Reduced 3.25%
7,980 $380,000
Q2 2024

Jul 10, 2024
SELL
$46.21 - $51.17 $19,500 - $21,593
-422 Reduced 4.87%
8,248 $395,000
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
$41.43 - $50.5 $99,722 - $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
316
Shares Held
14.7M
Call Options Held
8.6K
Put Options Held
0
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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