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

North Berkeley Wealth Management, LLC

  • $109 Billion
  • Q2 2025

A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 1,621 shares of IWF stock, worth $758,514. This represents 0.63% of its overall portfolio holdings.

Number of Shares
1,621
Previous 1,847 12.24%
Holding current value
$758,514
Previous $667 Million 3.2%
% of portfolio
0.63%
Previous 0.69%

Shares

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

Aug 13, 2025
SELL
$320.42 - $424.58 $72,414 - $95,955
-226 Reduced 12.24%
1,621 $688 Million
Q1 2025

Aug 13, 2025
BUY
$360.07 - $417.26 $142,947 - $165,652
397 Added 27.38%
1,847 $667 Million
Q4 2024

Apr 03, 2025
BUY
$370.24 - $418.94 $536,848 - $607,463
1,450 New
1,450 $582 Million

Others Institutions Holding IWF

# of Institutions
2,566
Shares Held
207M
Call Options Held
483K
Put Options Held
122K
View Full List

About ISHARES RUSSELL 1000 GR ETF

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