North Berkeley Wealth Management, LLC's ownership history for IWR


North Berkeley Wealth Management, LLC currently holds 13.4K shares with a market value of $1.3M. It started holding IWR on 2024-12-31. At its peak, it held 13.4K shares on 2025-06-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 2.3K shares on 2024-12-31, with a value of $204.8K on 2024-12-31. In the recent 180 days, North Berkeley Wealth Management, LLC has increased its shares by 11.1K.


North Berkeley Wealth Management, LLC's ownership history for IWR