Bernardo Wealth Planning LLC Ishares Core S&P Mid Cap ETF Transaction History

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 5,401 shares of IJH stock, worth $338,156. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,401
Previous 5,371 0.56%
Holding current value
$338,156
Previous $314,000 9.87%
% of portfolio
0.08%
Previous 0.08%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
BUY
$57.32 - $62.65 $1,719 - $1,879
30 Added 0.56%
5,401 $345,000
Q1 2024

May 07, 2024
BUY
$56.98 - $284.98 $244,843 - $1.22 Million
4,297 Added 400.09%
5,371 $326,000
Q4 2023

Jan 25, 2024
SELL
$232.04 - $279.85 $23,204 - $27,985
-100 Reduced 8.52%
1,074 $297,000
Q3 2023

Oct 30, 2023
BUY
$246.15 - $272.4 $24,615 - $27,239
100 Added 9.31%
1,174 $292,000
Q2 2023

Jul 21, 2023
SELL
$240.22 - $261.48 $37,234 - $40,529
-155 Reduced 12.61%
1,074 $280,000
Q1 2023

May 05, 2023
SELL
$237.25 - $271.72 $11,625 - $13,314
-49 Reduced 3.83%
1,229 $307,000
Q2 2022

Jul 29, 2022
SELL
$219.07 - $270.08 $7,448 - $9,182
-34 Reduced 2.59%
1,278 $289,000
Q1 2021

Apr 23, 2021
SELL
$226.3 - $267.93 $679,805 - $804,861
-3,004 Reduced 69.6%
1,312 $341,000
Q4 2020

Feb 01, 2021
SELL
$187.77 - $230.69 $6,759 - $8,304
-36 Reduced 0.83%
4,316 $992,000
Q3 2020

Oct 23, 2020
BUY
$174.43 - $196.49 $9,942 - $11,199
57 Added 1.33%
4,352 $806,000
Q2 2020

Aug 03, 2020
SELL
$133.18 - $194.42 $254,773 - $371,925
-1,913 Reduced 30.82%
4,295 $763,000
Q1 2020

May 01, 2020
SELL
$121.75 - $210.58 $79,259 - $137,087
-651 Reduced 9.49%
6,208 $893,000
Q4 2019

Feb 10, 2020
BUY
$185.78 - $206.16 $61,121 - $67,826
329 Added 5.04%
6,859 $1.41 Million
Q3 2019

Nov 04, 2019
SELL
$183.17 - $198.52 $42,312 - $45,858
-231 Reduced 3.42%
6,530 $1.26 Million
Q2 2019

Aug 13, 2019
SELL
$181.14 - $198.0 $436,909 - $477,576
-2,412 Reduced 26.29%
6,761 $1.31 Million
Q1 2019

May 08, 2019
BUY
$162.83 - $193.4 $68,062 - $80,841
418 Added 4.77%
9,173 $1.74 Million
Q4 2018

Feb 14, 2019
BUY
$156.48 - $199.76 $1.37 Million - $1.75 Million
8,755 New
8,755 $1.45 Million

Others Institutions Holding IJH

# of Institutions
2,466
Shares Held
1.05B
Call Options Held
888K
Put Options Held
55.6K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email