Berkeley, Inc Purchases in Q4 2020

Berkeley, Inc

  • $124 Billion
  • Q4 2020
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
104K
New
$54.8 - $65.16 $5.72M - $6.8M
104K $6.7B
IHDG
Wisdomtree Tr

ETFs
165K
New
$35.11 - $39.58 $5.8M - $6.54M
165K $6.5B
V
Visa Inc.

Financial Services
26.8K
New
$180.87 - $218.73 $4.85M - $5.86M
26.8K $5.86B
MA
Mastercard Inc

Financial Services
16.2K
New
$288.64 - $356.94 $4.66M - $5.77M
16.2K $5.77B
LOW
Lowes Companies Inc

Consumer Cyclical
31.3K
New
$146.74 - $177.7 $4.6M - $5.57M
31.3K $5.03B
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
139K
New
$27.68 - $32.35 $3.86M - $4.51M
139K $4.48B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
60.1K
New
$65.49 - $73.81 $3.94M - $4.44M
60.1K $4.41B
IVV
Ishares Core S&P 500 ETF

ETFs
11.4K
New
$327.62 - $375.39 $3.72M - $4.27M
11.4K $4.27B
SCHX
Schwab Strategic Tr Us Large C

ETFs
46.6K
New
$39.35 - $45.48 $1.84M - $2.12M
46.6K $4.24B
VBR
Vanguard Small Cap Value ETF

ETFs
27.7K
New
$111.89 - $142.79 $3.1M - $3.96M
27.7K $3.94B
KSU
Kansas City Southern

Industrials
17K
New
N/A
17K $3.46B
TSI
Tcw Strategic Income Fund Inc

Financial Services
550K
New
$5.49 - $5.76 $3.02M - $3.17M
550K $3.13B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
26.6K
New
$91.76 - $107.36 $2.44M - $2.86M
26.6K $2.82B
SCHA
Schwab Strategic Tr Us Small C

ETFs
30.6K
New
$34.66 - $45.17 $1.06M - $1.38M
30.6K $2.72B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
38.7K
New
$61.66 - $67.88 $2.38M - $2.62M
38.7K $2.62B
AMGN
Amgen Inc

Healthcare
11.2K
New
$216.38 - $257.67 $2.43M - $2.89M
11.2K $2.58B
ONEV
Spdr Russell 1000 Low Volatili

ETFs
26.6K
New
$77.74 - $89.94 $2.06M - $2.39M
26.6K $2.38B
ABBV
Abb Vie Inc.

Healthcare
19.9K
New
$80.49 - $108.67 $1.6M - $2.16M
19.9K $2.13B
CSCO
Cisco Systems, Inc.

Technology
42.8K
New
$35.69 - $45.44 $1.53M - $1.94M
42.8K $1.91B
VEA
Vanguard Ftse Developed Market

ETFs
40.3K
New
$39.45 - $47.53 $1.59M - $1.92M
40.3K $1.9B
SCHR
Schwab Intermediate Term Us Tr

ETFs
32.4K
New
$57.98 - $58.64 $1.88M - $1.9M
32.4K $1.89B
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
126K
New
$13.49 - $14.95 $1.71M - $1.89M
126K $1.86B
BLK
Black Rock Inc.

Financial Services
2.55K
New
$567.91 - $721.54 $1.45M - $1.84M
2.55K $1.84B
DHIL
Diamond Hill Investment Group Inc

Financial Services
11.8K
New
$128.01 - $160.0 $1.52M - $1.89M
11.8K $1.77B
BND
Vanguard Bd Index Fd Inc Total

ETFs
18.8K
New
$87.44 - $88.49 $1.65M - $1.66M
18.8K $1.66B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
14.3K
New
$101.9 - $102.06 $1.46M - $1.46M
14.3K $1.46B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
26K
New
$55.56 - $56.23 $1.44M - $1.46M
26K $1.45B
ROST
Ross Stores, Inc.

Consumer Cyclical
11.7K
New
$85.17 - $122.81 $998K - $1.44M
11.7K $1.44B
STT
State Street Corp

Financial Services
19.7K
New
$58.48 - $76.38 $1.15M - $1.51M
19.7K $1.44B
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
175K
New
$7.02 - $7.89 $1.23M - $1.38M
175K $1.38B
VXF
Vanguard Extended Market ETF

ETFs
8.37K
New
$130.35 - $168.32 $1.09M - $1.41M
8.37K $1.38B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
20K
New
$56.79 - $68.74 $1.14M - $1.38M
20K $1.37B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.5K
New
$117.06 - $118.42 $1.34M - $1.36M
11.5K $1.36B
IWS
Ishares Russell Midcap Value E

ETFs
13.2K
New
$80.93 - $96.96 $1.07M - $1.28M
13.2K $1.28B
MSFT
Microsoft Corp

Technology
5.25K
New
$202.33 - $224.96 $1.06M - $1.18M
5.25K $1.17B
MMM
3 M CO

Industrials
6.19K
New
$158.48 - $177.12 $981K - $1.1M
6.19K $1.08B
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
35.7K
New
$27.42 - $30.09 $979K - $1.07M
35.7K $1.07B
MORN
Morningstar, Inc.

Financial Services
4.26K
New
$163.19 - $231.57 $695K - $986K
4.26K $986M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
28.2K
New
$29.3 - $34.05 $826K - $960K
28.2K $948M
SMMV
Ishares Msci Usa Small Cap Min

ETFs
27.9K
New
$29.43 - $33.96 $821K - $947K
27.9K $945M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
9.75K
New
$76.38 - $96.63 $745K - $942K
9.75K $933M
HEFA
Ishares Currency Hedged Msci E

ETFs
30.4K
New
$26.45 - $30.76 $805K - $936K
30.4K $927M
IWN
Ishares Russell2000 Val ETF

ETFs
6.21K
New
$100.9 - $132.3 $627K - $822K
6.21K $819M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
11.8K
New
$55.93 - $68.45 $660K - $808K
11.8K $805M
MRK
Merck & Co., Inc.

Healthcare
9.2K
New
$71.77 - $79.65 $660K - $732K
9.2K $752M
VTRS
Viatris Inc

Healthcare
37.9K
New
$14.3 - $18.74 $541K - $709K
37.9K $709M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
5.52K
New
$105.25 - $120.39 $581K - $665K
5.52K $662M
USB
Us Bancorp \De\

Financial Services
13.2K
New
$36.0 - $46.73 $474K - $615K
13.2K $613M
VTI
Vanguard Total Stock Market Et

ETFs
2.78K
New
$166.99 - $194.64 $464K - $541K
2.78K $541M
Activity Summary
Buys All Purchases 78 New Holdings 78 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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