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

North Berkeley Wealth Management, LLC

$127 Billion
Q3 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 61,209 shares of IJR stock, worth $7.15 Million. This represents 5.74% of its overall portfolio holdings.

Number of Shares

61,209

Previous 16,434 272.45%

Holding current value

$7.15 Million

Previous $1.8 Billion 304.96%

% of portfolio

5.74%

Previous 1.65%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$108.46 - $120.63 $4.86 Million - $5.4 Million	44,775 Added 272.45%	61,209 $7.27 Billion
Q2 2025 Aug 13, 2025	BUY	$90.56 - $109.49 $298,666 - $361,098	3,298 Added 25.11%	16,434 $1.8 Billion
Q1 2025 Aug 13, 2025	BUY	$102.49 - $119.96 $71,333 - $83,492	696 Added 5.59%	13,136 $1.37 Billion
Q4 2024 Apr 03, 2025	BUY	$113.92 - $127.38 $1.42 Million - $1.58 Million	12,440 New	12,440 $1.43 Billion

Others Institutions Holding IJR

# of Institutions

2,882

Shares Held

537M

Call Options Held

490K

Put Options Held

348K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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