iShares S&P 500 Index shares owned by Berkeley
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Berkeley
from 13F filings
Historical chart of Berkeley investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Berkeley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.8M | 9.9k | 588.70 |
| 2024-09-30 | $5.8M | 10k | 576.85 |
| 2024-06-30 | $5.5M | 10k | 547.26 |
| 2024-03-31 | $5.6M | 11k | 525.71 |
| 2023-12-31 | $5.2M | 11k | 477.64 |
| 2023-09-30 | $4.7M | 11k | 429.41 |
| 2023-06-30 | $4.8M | 11k | 445.69 |
| 2023-03-31 | $4.4M | 11k | 411.10 |
| 2022-12-31 | $4.2M | 11k | 384.23 |
| 2022-09-30 | $3.9M | 11k | 358.64 |
| 2022-06-30 | $4.6M | 12k | 379.16 |
| 2022-03-31 | $5.3M | 12k | 453.69 |
| 2021-12-31 | $5.5M | 12k | 477.00 |
| 2021-09-30 | $5.1M | 12k | 430.83 |
| 2021-06-30 | $5.0M | 12k | 429.90 |
| 2021-03-31 | $4.6M | 12k | 397.82 |
| 2020-12-31 | $4.3M | 11k | 375.38 |