A detailed history of North Berkeley Wealth Management, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 93,234 shares of IJH stock, worth $5.99 Million. This represents 4.8% of its overall portfolio holdings.

Number of Shares
93,234
Previous 26,307 254.41%
Holding current value
$5.99 Million
Previous $1.63 Billion 272.92%
% of portfolio
4.8%
Previous 1.5%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$62.09 - $66.51 $4.16 Million - $4.45 Million
66,927 Added 254.41%
93,234 $6.08 Billion
Q2 2025

Aug 13, 2025

BUY
$51.16 - $62.02 $300,462 - $364,243
5,873 Added 28.74%
26,307 $1.63 Billion
Q1 2025

Aug 13, 2025

BUY
$57.21 - $65.8 $85,757 - $98,634
1,499 Added 7.92%
20,434 $1.19 Billion
Q4 2024

Apr 03, 2025

BUY
$61.68 - $67.87 $1.17 Million - $1.29 Million
18,935 New
18,935 $1.18 Billion

Others Institutions Holding IJH

About ISHARES CORE S&P MID-CAP ETF


  • Ticker IJH
  • Sector ETFs
  • Industry ETFs
More about IJH
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.