Bernardo Wealth Planning LLC IVV Holdings History
Bernardo Wealth Planning LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Bernardo Wealth Planning LLC held 78,020.00 shares of iShares Core S&P 500 ETF(IVV), totaling $43.84 Mil. This investment constitutes 10.49% of their stock portfolio, and Bernardo Wealth Planning LLC now holds 0.01% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Bernardo Wealth Planning LLC has made 19 purchases of IVV, at an average price of $385.19, for a total of 93,045.00 shares. In addition, there have been 7 sales at an average price of $372.62 for 15,025.00 shares. Based on historical transaction data and IVV's current price of $637.58, Bernardo Wealth Planning LLC's estimated gain on his IVV holdings is $19.50 Mil, reflecting a 54.41% gain to date.
Bernardo Wealth Planning LLC IVV ($637.58) Holding Chart
Bernardo Wealth Planning LLC IVV ($637.58) 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 % | |||
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