Bernardo Wealth Planning LLC's ownership history for IJH

Bernardo Wealth Planning LLC currently holds 5.7K shares with a market value of $373.7K. It started holding IJH on 2024-09-30. At its peak, it held 5.8K shares on 2025-06-30. Its highest holding value was $373.7K on 2025-09-30. At its lowest, it held 5.4K shares on 2024-09-30, with a value of $345 on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 2. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 325.