North Berkeley Wealth Management, LLC Ishares Tr Transaction History

North Berkeley Wealth Management, LLC

  • $127 Billion
  • Q3 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 5,303 shares of IEFA stock, worth $470,641. This represents 0.37% of its overall portfolio holdings.

Number of Shares
5,303
Previous 3,148 68.46%
Holding current value
$470,641
Previous $263 Million 76.18%
% of portfolio
0.37%
Previous 0.24%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$81.7 - $87.53 $176,063 - $188,627
2,155 Added 68.46%
5,303 $463 Million
Q2 2025

Aug 13, 2025
BUY
$67.83 - $84.09 $213,528 - $264,715
3,148 New
3,148 $263 Million

Others Institutions Holding IEFA

# of Institutions
2,422
Shares Held
1.6B
Call Options Held
111K
Put Options Held
25.4K
View Full List

About ISHARES TR

IEFA Quotes by TradingView
  • Ticker IEFA
  • Sector ETFs
  • Industry ETFs
More about IEFA
Track This Portfolio

Track North Berkeley Wealth Management, LLC Portfolio

Follow North Berkeley Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of North Berkeley Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on North Berkeley Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email