North Berkeley Wealth Management, LLC Ishares Core S&P Mid Cap ETF Transaction History

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 26,307 shares of IJH stock, worth $1.69 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares
26,307
Previous 20,434 28.74%
Holding current value
$1.69 Million
Previous $1.19 Billion 36.84%
% of portfolio
1.5%
Previous 1.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$51.16 - $62.02 $300,462 - $364,243
5,873 Added 28.74%
26,307 $1.63 Billion
Q1 2025

Aug 13, 2025
BUY
$57.21 - $65.8 $85,757 - $98,634
1,499 Added 7.92%
20,434 $1.19 Billion
Q4 2024

Apr 03, 2025
BUY
$61.68 - $67.87 $1.17 Million - $1.29 Million
18,935 New
18,935 $1.18 Billion

Others Institutions Holding IJH

# of Institutions
2,725
Shares Held
1.18B
Call Options Held
709K
Put Options Held
118K
View Full List

About ISHARES CORE S&P MID-CAP ETF

IJH Quotes by TradingView
  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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