iShares S&P 500 Index shares owned by Berman Capital Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Berman Capital Advisors
from 13F filings
Historical chart of Berman Capital Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Berman Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Berman Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $2.7M | 6.2k | 430.84 |
| 2021-06-30 | $2.6M | 6.2k | 429.87 |
| 2021-03-31 | $2.7M | 6.7k | 397.82 |
| 2020-12-31 | $2.1M | 5.5k | 375.34 |
| 2020-09-30 | $1.8M | 5.4k | 335.94 |
| 2020-06-30 | $1.7M | 5.5k | 309.61 |
| 2020-03-31 | $916k | 3.9k | 235.29 |
| 2019-12-31 | $874k | 2.9k | 304.35 |
| 2019-09-30 | $579k | 1.9k | 298.43 |
| 2019-06-30 | $530k | 1.9k | 272.73 |
| 2019-03-31 | $457k | 1.6k | 283.33 |
| 2018-12-31 | $275k | 1.1k | 251.60 |
| 2018-09-30 | $669k | 2.3k | 292.52 |
| 2018-06-30 | $619k | 2.3k | 271.84 |