North Berkeley Wealth Management, LLC Ishares Core S&P Sm 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 Sm Cap ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 16,434 shares of IJR stock, worth $1.94 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
16,434
Previous 13,136 25.11%
Holding current value
$1.94 Million
Previous $1.37 Billion 30.76%
% of portfolio
1.65%
Previous 1.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,844
Shares Held
545M
Call Options Held
554K
Put Options Held
325K
View Full List

About ISHARES CORE S&P SM CAP ETF

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