Bernard Wealth Management Corp. Ishares Core S&P U.S. Value Et Transaction History

Bernard Wealth Management Corp.

  • $246 Billion
  • Q4 2025

A detailed history of Bernard Wealth Management Corp. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 21 shares of IUSV stock, worth $2,127. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21
Previous 22 4.55%
Holding current value
$2,127
Previous $2.2 Million 2.05%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$98.0 - $102.56 $98 - $102
-1 Reduced 4.55%
21 $2.15 Million
Q3 2025

Oct 14, 2025
BUY
$94.17 - $99.95 $2,071 - $2,198
22 New
22 $2.2 Million

Others Institutions Holding IUSV

# of Institutions
838
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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