Berkeley, Inc Ishare Morningstar Mid Cap Gro Transaction History

Berkeley, Inc

$193 Billion
Q4 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Mar 04, 2025	SELL	$53.24 - $64.9 $1.91 Million - $2.33 Million	-35,956 Closed	0 $0
Q3 2023 Mar 28, 2025	BUY	$56.42 - $63.15 $77,295 - $86,515	1,370 Added 3.96%	35,956 $2.05 Billion
Q3 2023 Mar 04, 2025	BUY	$56.42 - $63.15 $77,295 - $86,515	1,370 Added 3.96%	35,956 $2.05 Billion
Q2 2023 Mar 28, 2025	SELL	$55.21 - $60.94 $11,759 - $12,980	-213 Reduced 0.61%	34,586 $2.11 Billion
Q2 2023 Mar 04, 2025	SELL	$55.21 - $60.94 $11,759 - $12,980	-213 Reduced 0.61%	34,586 $2.11 Billion
Q1 2023 Mar 28, 2025	BUY	$53.41 - $60.85 $9,133 - $10,405	171 Added 0.49%	34,799 $2 Billion
Q1 2023 Mar 04, 2025	BUY	$53.41 - $60.85 $9,133 - $10,405	171 Added 0.49%	34,799 $2 Billion
Q4 2022 Mar 28, 2025	BUY	$49.2 - $57.69 $1.7 Million - $2 Million	34,628 New	34,628 $1.87 Billion
Q4 2022 Mar 04, 2025	BUY	$49.2 - $57.69 $124,131 - $145,551	2,523 Added 7.86%	34,628 $1.87 Billion
Q3 2022 Mar 28, 2025	BUY	$50.31 - $61.06 $62,032 - $75,286	1,233 Added 3.99%	32,105 $1.62 Billion
Q3 2022 Mar 04, 2025	BUY	$50.31 - $61.06 $62,032 - $75,286	1,233 Added 3.99%	32,105 $1.62 Billion
Q2 2022 Mar 28, 2025	BUY	$49.67 - $65.18 $1.53 Million - $2.01 Million	30,872 New	30,872 $1.6 Billion
Q2 2022 Mar 04, 2025	BUY	$49.67 - $65.18 $1.53 Million - $2.01 Million	30,872 New	30,872 $1.6 Billion

Others Institutions Holding IMCG

# of Institutions

382

Shares Held

21.2M

Call Options Held

0

Put Options Held

0

Ameriprise Financial Inc Minneapolis, MN

1.39M
Shares

$95.9 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

1.19M
Shares

$81.9 Million
0.04% of portfolio
Morgan Stanley New York, NY

914K
Shares

$62.9 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

904K
Shares

$62.2 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

696K
Shares

$47.9 Million
0.07% of portfolio

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