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iShares S&P 500 Index shares owned by Berry Group

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Berry Group from 13F filings

Historical chart of Berry Group investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Berry Group 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 Berry Group

Quarter filed Position value Share count Share price at filing
2020-12-31 $4.2M 11k 375.35
2020-09-30 $3.8M 11k 336.08
2020-06-30 $3.5M 11k 309.68
2020-03-31 $3.0M 12k 258.40
2019-12-31 $2.7M 8.4k 323.23

More positions owned by Berry Group

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Val Etf (IWD)
JPMorgan Chase & Co. (JPM)

View all positions for Berry Group

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