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

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 95,473 shares of IVW stock, worth $11.4 Million. This represents 9.64% of its overall portfolio holdings.

Number of Shares
95,473
Previous 84,077 13.55%
Holding current value
$11.4 Million
Previous $7.8 Billion 34.68%
% of portfolio
9.64%
Previous 8.13%

Shares

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

Aug 13, 2025
BUY
$82.96 - $110.1 $945,412 - $1.25 Million
11,396 Added 13.55%
95,473 $10.5 Billion
Q1 2025

Aug 13, 2025
BUY
$92.45 - $106.69 $273,559 - $315,695
2,959 Added 3.65%
84,077 $7.8 Billion
Q4 2024

Apr 03, 2025
BUY
$94.43 - $105.47 $7.66 Million - $8.56 Million
81,118 New
81,118 $8.24 Billion

Others Institutions Holding IVW

# of Institutions
2,105
Shares Held
423M
Call Options Held
246K
Put Options Held
101K
View Full List

About ISHARES S&P 500 GROWTH ETF

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