North Berkeley Wealth Management, LLC Ishares Russell 1000 Gr ETF Transaction History
North Berkeley Wealth Management, LLC
- $127 Billion
- Q3 2025
A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 1,502 shares of IWF stock, worth $707,336. This represents 0.56% of its overall portfolio holdings.
Number of Shares
1,502
Previous 1,621
7.34%
Holding current value
$707,336
Previous $688 Million
2.22%
% of portfolio
0.56%
Previous 0.63%
Shares
4 transactions
Others Institutions Holding IWF
# of Institutions
2,637Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio