Berkeley, Inc Invesco Ex Traded Self Indx Fd Transaction History

Berkeley, Inc

$279 Billion
Q2 2025

A detailed history of Berkeley, Inc transactions in Invesco Ex Traded Self Indx Fd stock. As of the latest transaction made, Berkeley, Inc holds 107,390 shares of IUS stock, worth $5.88 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

107,390

Holding current value

$5.88 Million

% of portfolio

1.99%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 11, 2025	BUY	$43.78 - $51.5 $4.7 Million - $5.53 Million	107,390 New	107,390 $5.53 Billion

Others Institutions Holding IUS

# of Institutions

Shares Held

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.45M
Shares

$79.1 Million
0.03% of portfolio
Envestnet Asset Management Inc

685K
Shares

$37.5 Million
0.01% of portfolio
Cwm, LLC

626K
Shares

$34.2 Million
0.1% of portfolio
Intelligence Driven Advisers, LLC

554K
Shares

$30.3 Million
4.37% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

457K
Shares

$25 Million
0.04% of portfolio

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