Berkeley, Inc Purchases in Q2 2025

Berkeley, Inc

  • $279 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
168K
+ 58.19%
$27.24 - $33.15 $4.58M - $5.57M
457K $15.1B
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
59.5K
+ 2144.76%
$82.17 - $99.96 $4.89M - $5.95M
62.3K $6.12B
IUS
Invesco Ex Traded Self Indx Fd

ETFs
107K
New
$43.78 - $51.5 $4.7M - $5.53M
107K $5.53B
AMZN
Amazon Com Inc

Consumer Cyclical
23.6K
New
$167.32 - $223.3 $3.95M - $5.27M
23.6K $5.18B
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
111K
+ 197.99%
$32.08 - $39.57 $3.55M - $4.38M
167K $6.58B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
60.8K
New
$59.24 - $71.39 $3.6M - $4.34M
60.8K $4.33B
EUDG
Wisdomtree Tr

ETFs
124K
New
$29.48 - $35.57 $3.65M - $4.41M
124K $4.31B
IHDG
Wisdomtree Tr

ETFs
69.7K
+ 23.37%
$38.54 - $46.0 $2.69M - $3.21M
368K $16.6B
SPGI
S&P Global Inc.

Financial Services
6.18K
+ 69.41%
$438.31 - $527.29 $2.71M - $3.26M
15.1K $7.95B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
36.7K
+ 77.39%
$71.28 - $83.74 $2.62M - $3.07M
84.1K $7.04B
ONEV
Spdr Russell 1000 Low Volatili

ETFs
23.7K
+ 97.73%
$114.16 - $129.6 $2.71M - $3.08M
48K $6.2B
EFX
Equifax Inc

Industrials
11.7K
New
$205.5 - $280.54 $2.4M - $3.28M
11.7K $3.03B
PAYC
Paycom Software, Inc.

Technology
12.6K
New
$193.07 - $265.71 $2.43M - $3.34M
12.6K $2.91B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
24K
New
$95.74 - $115.54 $2.3M - $2.77M
24K $2.74B
ZTS
Zoetis Inc.

Healthcare
17.7K
+ 68.32%
$144.41 - $170.3 $2.55M - $3.01M
43.5K $6.79B
DSTL
ETF Ser Solution Distillate Us

ETFs
34.6K
+ 9.43%
$48.53 - $55.35 $1.68M - $1.91M
401K $22.2B
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
12.1K
+ 40.18%
$139.81 - $165.8 $1.69M - $2.01M
42.2K $6.56B
GOOGL
Alphabet Inc.

Communication Services
5.48K
+ 16.24%
$144.7 - $178.6 $794K - $979K
39.2K $6.92B
MEDP
Medpace Holdings, Inc.

Healthcare
4.84K
New
$277.23 - $315.28 $1.34M - $1.53M
4.84K $1.52B
MKL
Markel Corp

Financial Services
411
+ 8.71%
$1678.5 - $1997.36 $690K - $821K
5.13K $10.2B
EUSC
Wisdomtree Tr Europe Hedged Sm

ETFs
405
+ 0.8%
$37.38 - $47.11 $15.1K - $19.1K
51.3K $2.39B
INTU
Intuit Inc

Technology
289
New
$544.07 - $787.63 $157K - $228K
289 $228M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
5.89K
New
$28.98 - $37.18 $171K - $219K
5.89K $219M
WSM
Williams Sonoma Inc

Consumer Cyclical
385
+ 8.79%
$137.62 - $174.44 $53K - $67.2K
4.77K $779M
CSCO
Cisco Systems, Inc.

Technology
325
+ 6.65%
$53.19 - $69.38 $17.3K - $22.5K
5.21K $362M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
+ 0.11%
$320.42 - $424.58 $320 - $425
904 $384M
IEFA
Ishares Tr

ETFs
30
+ 0.53%
$67.83 - $84.09 $2.03K - $2.52K
5.66K $473M
IWS
Ishares Russell Midcap Value E

ETFs
1
+ 0.02%
$110.58 - $132.14 $111 - $132
4.21K $556M
TJX
Tjx Companies Inc

Consumer Cyclical
10
+ 0.12%
$119.13 - $135.03 $1.19K - $1.35K
8.64K $1.07B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
43
+ 0.22%
$38.18 - $45.52 $1.64K - $1.96K
19.8K $868M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
5
+ 0.18%
$157.93 - $175.89 $790 - $879
2.74K $478M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
548
+ 0.31%
$24.32 - $27.87 $13.3K - $15.3K
177K $4.68B
Activity Summary
Buys All Purchases 33 New Holdings 10 Increased Positions 23 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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