North Berkeley Wealth Management, LLC Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 5,074 shares of IVV stock, worth $3.37 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
5,074
Previous 4,560
11.27%
Holding current value
$3.37 Million
Previous $2.56 Billion
22.96%
% of portfolio
2.89%
Previous 2.67%
Shares
3 transactions
Others Institutions Holding IVV
# of Institutions
4,065Shares Held
745MCall Options Held
4.19MPut Options Held
2.82M-
Black Rock Inc. New York, NY66.4MShares$44.1 Billion0.84% of portfolio
-
Northwestern Mutual Wealth Management CO32.5MShares$21.6 Billion14.88% of portfolio
-
Envestnet Asset Management Inc28.4MShares$18.8 Billion5.4% of portfolio
-
Morgan Stanley New York, NY24.8MShares$16.4 Billion1.04% of portfolio
-
Jpmorgan Chase & CO New York, NY23.9MShares$15.9 Billion1.05% of portfolio