Bernardo Wealth Planning LLC Ishares Russell 3000 ETF Transaction History

Bernardo Wealth Planning LLC

  • $507 Million
  • Q3 2025

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 $1.3 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
3,411
Previous 3,411 -0.0%
Holding current value
$1.3 Million
Previous $1.2 Million 7.94%
% of portfolio
0.26%
Previous 0.26%

Shares

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

Oct 18, 2024
BUY
$294.75 - $326.73 $1.01 Million - $1.11 Million
3,411 New
3,411 $1.13 Million

Others Institutions Holding IWV

# of Institutions
945
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

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