Bernardo Wealth Planning LLC Ishares Trust Ishares Pfd And Transaction History

Bernardo Wealth Planning LLC

$412 Million
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	$31.4 - $35.35 $22,827 - $25,699	727 Added 3.47%	21,650 $649,000
Q2 2022 Jul 29, 2022	BUY	$32.02 - $36.26 $13,832 - $15,664	432 Added 2.11%	20,923 $687,000
Q1 2022 May 06, 2022	BUY	$34.86 - $39.14 $714,316 - $802,017	20,491 New	20,491 $746,000
Q1 2021 Apr 23, 2021	SELL	$37.15 - $38.46 $366,559 - $379,484	-9,867 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$36.13 - $38.51 $35,009 - $37,316	969 Added 10.89%	9,867 $380,000
Q3 2020 Oct 23, 2020	BUY	$34.54 - $36.7 $307,336 - $326,556	8,898 New	8,898 $324,000
Q1 2020 May 01, 2020	SELL	$25.12 - $38.29 $267,000 - $406,984	-10,629 Closed	0 $0
Q4 2019 Feb 10, 2020	SELL	$36.77 - $37.68 $1,323 - $1,356	-36 Reduced 0.34%	10,629 $399,000
Q3 2019 Nov 04, 2019	SELL	$36.77 - $37.53 $85,159 - $86,919	-2,316 Reduced 17.84%	10,665 $400,000
Q2 2019 Aug 13, 2019	BUY	$36.27 - $37.09 $1,124 - $1,149	31 Added 0.24%	12,981 $478,000
Q1 2019 May 08, 2019	SELL	$34.55 - $36.63 $47,920 - $50,805	-1,387 Reduced 9.67%	12,950 $473,000
Q4 2018 Feb 14, 2019	BUY	$33.41 - $36.68 $478,999 - $525,881	14,337 New	14,337 $491,000

Others Institutions Holding PFF

# of Institutions

1,100

Shares Held

188M

Call Options Held

167K

Put Options Held

797K

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