Bernardo Wealth Planning LLC ITOT Holdings History
Bernardo Wealth Planning LLC's iShares Core S&P Total U.S. Stock Market ETF Holding Summary
As of 2025-03-31, Bernardo Wealth Planning LLC held 130,132.00 shares of iShares Core S&P Total U.S. Stock Market ETF(ITOT), totaling $15.88 Mil. This investment constitutes 3.8% of their stock portfolio, and Bernardo Wealth Planning LLC now holds 0.02% of the outstanding iShares Core S&P Total U.S. Stock Market ETF(ITOT) stock.
The initial trade took place in 2019Q4. And since then Bernardo Wealth Planning LLC has made 15 purchases of ITOT, at an average price of $108.57, for a total of 158,232.00 shares. In addition, there have been 8 sales at an average price of $76.17 for 28,100.00 shares. Based on historical transaction data and ITOT's current price of $138.75, Bernardo Wealth Planning LLC's estimated gain on his ITOT holdings is $3.02 Mil, reflecting a 17.57% gain to date.
Bernardo Wealth Planning LLC ITOT ($138.75) Holding Chart
Bernardo Wealth Planning LLC ITOT ($138.75) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
