North Berkeley Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 1,719 shares of IWB stock, worth $628,896. This represents 0.54% of its overall portfolio holdings.

Number of Shares
1,719
Previous 1,658 3.68%
Holding current value
$628,896
Previous $509 Million 14.78%
% of portfolio
0.54%
Previous 0.53%

Shares

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

Aug 13, 2025
BUY
$272.36 - $339.57 $16,613 - $20,713
61 Added 3.68%
1,719 $584 Million
Q4 2024

Apr 03, 2025
BUY
$311.11 - $335.64 $515,820 - $556,491
1,658 New
1,658 $534 Million

Others Institutions Holding IWB

# of Institutions
1,590
Shares Held
96M
Call Options Held
64.2K
Put Options Held
52.9K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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