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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
2024-03-31 $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