Bernard Wealth Management Corp. Ishares Tr Transaction History

Bernard Wealth Management Corp.

  • $216 Billion
  • Q2 2025

A detailed history of Bernard Wealth Management Corp. transactions in Ishares Tr stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 44,626 shares of IYG stock, worth $3.95 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
44,626
Previous 35,324 26.33%
Holding current value
$3.95 Million
Previous $2.77 Billion 37.67%
% of portfolio
1.77%
Previous 1.35%

Shares

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

Jul 24, 2025
BUY
$68.9 - $85.6 $640,907 - $796,251
9,302 Added 26.33%
44,626 $3.82 Billion
Q1 2025

Apr 16, 2025
SELL
$74.6 - $84.81 $2,760 - $3,137
-37 Reduced 0.1%
35,324 $2.77 Billion
Q4 2024

Feb 27, 2025
BUY
$70.24 - $82.34 $1.96 Million - $2.29 Million
27,852 Added 370.91%
35,361 $2.75 Billion
Q4 2024

Feb 13, 2025
BUY
$70.24 - $82.34 $527,432 - $618,291
7,509 New
7,509 $1.38 Billion

Others Institutions Holding IYG

# of Institutions
290
Shares Held
14.1M
Call Options Held
49K
Put Options Held
35.5K
View Full List

About ISHARES TR

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