Bernard Wealth Management Corp. Ishares Transaction History

Bernard Wealth Management Corp.

$173 Billion
Q4 2024

A detailed history of Bernard Wealth Management Corp. transactions in Ishares stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 85 shares of ICLN stock, worth $1,007. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,007

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$11.35 - $14.51 $964 - $1,233	85 New	85 $1.22 Million

Others Institutions Holding ICLN

# of Institutions

514

Shares Held

40.1M

Call Options Held

4.08M

Put Options Held

2.94M

Bank Of America Corp Charlotte, NC

4.98M
Shares

$59 Million
0.0% of portfolio
Morgan Stanley New York, NY

3M
Shares

$35.6 Million
0.0% of portfolio
Jane Street Group, LLC New York, NY

2.03M
Shares

$24 Million
0.01% of portfolio
Ubs Group Ag

1.88M
Shares

$22.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.32M
Shares

$15.7 Million
0.03% of portfolio

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About ISHARES

Ticker ICLN
Sector ETFs
Industry ETFs

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Bernard Wealth Management Corp. Ishares Transaction History