Ishares Tr fund shares owned by Berger Financial Group
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Berger Financial Group
from 13F filings
Historical chart of Berger Financial Group investment in Ishares Tr fund
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All positions including Ishares Tr fund held by Berger Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Ishares Tr fund by Berger Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $292k | 6.0k | 48.34 |
| 2024-03-31 | $815k | 17k | 46.89 |
| 2023-12-31 | $818k | 17k | 47.23 |
| 2023-09-30 | $1.1M | 25k | 45.13 |
| 2023-06-30 | $1.5M | 32k | 46.54 |
| 2023-03-31 | $1.8M | 38k | 47.09 |
| 2022-12-31 | $1.9M | 41k | 45.97 |
| 2022-09-30 | $1.9M | 41k | 45.56 |
| 2022-06-30 | $2.0M | 42k | 47.75 |
| 2022-03-31 | $2.3M | 45k | 50.60 |
| 2021-12-31 | $2.6M | 48k | 54.26 |
| 2021-09-30 | $2.9M | 53k | 54.87 |
| 2021-06-30 | $3.1M | 57k | 54.74 |
| 2021-03-31 | $5.2M | 95k | 54.66 |
| 2020-12-31 | $731k | 13k | 56.27 |