Bernardo Wealth Planning LLC Ishares Russell 3000 ETF Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 3,411 shares of IWV stock, worth $1.17 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,411Holding current value
$1.17 Million% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding IWV
# of Institutions
851Shares Held
26.8MCall Options Held
19.5KPut Options Held
3K-
Scs Capital Management LLC Boston, MA1.95MShares$668 Million12.83% of portfolio
-
Northern Trust Corp Chicago, IL1.07MShares$367 Million0.06% of portfolio
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Morgan Stanley New York, NY1.07MShares$367 Million0.03% of portfolio
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Black Rock Inc. New York, NY1.03MShares$354 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC944KShares$324 Million0.03% of portfolio