North Berkeley Wealth Management, LLC Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 5,144 shares of IVV stock, worth $3.47 Million. This represents 2.72% of its overall portfolio holdings.

Number of Shares

5,144

Previous 5,074 1.38%

Holding current value

$3.47 Million

Previous $3.15 Billion 9.28%

% of portfolio

2.72%

Previous 2.89%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$620.67 - $670.08 $43,446 - $46,905	70 Added 1.38%	5,144 $3.44 Billion
Q2 2025 Aug 13, 2025	BUY	$498.8 - $620.9 $256,383 - $319,142	514 Added 11.27%	5,074 $3.15 Billion
Q1 2025 Aug 13, 2025	BUY	$554.06 - $615.85 $330,773 - $367,662	597 Added 15.06%	4,560 $2.56 Billion
Q4 2024 Apr 03, 2025	BUY	$570.51 - $610.59 $2.26 Million - $2.42 Million	3,963 New	3,963 $2.33 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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North Berkeley Wealth Management, LLC Ishares Core S&P 500 ETF Transaction History