iShares S&P 500 Index shares owned by Berson & Corrado Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Berson & Corrado Investment Advisors
from 13F filings
Historical chart of Berson & Corrado Investment Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Berson & Corrado Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Berson & Corrado Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2.3k | 669.35 |
| 2025-06-30 | $1.4M | 2.3k | 620.84 |
| 2025-03-31 | $1.2M | 2.2k | 561.93 |
| 2024-12-31 | $1.4M | 2.3k | 588.70 |
| 2024-09-30 | $1.4M | 2.4k | 576.92 |
| 2024-06-30 | $1.4M | 2.5k | 547.27 |
| 2024-03-31 | $1.4M | 2.7k | 525.72 |
| 2023-09-30 | $1.2M | 2.7k | 429.38 |
| 2023-03-31 | $1.4M | 3.3k | 411.05 |
| 2022-12-31 | $1.3M | 3.4k | 384.24 |
| 2022-09-30 | $1.2M | 3.4k | 358.78 |
| 2022-06-30 | $1.2M | 3.2k | 379.08 |
| 2022-03-31 | $1.5M | 3.2k | 453.65 |
| 2021-12-31 | $1.5M | 3.2k | 476.96 |
| 2021-09-30 | $1.4M | 3.2k | 430.81 |
| 2021-06-30 | $1.4M | 3.1k | 429.98 |
| 2021-03-31 | $1.2M | 3.1k | 397.89 |
| 2020-12-31 | $1.2M | 3.1k | 375.24 |
| 2020-09-30 | $1.0M | 3.0k | 335.96 |
| 2020-06-30 | $937k | 3.0k | 309.45 |
| 2020-03-31 | $774k | 3.0k | 258.17 |
| 2019-12-31 | $969k | 3.0k | 323.11 |
| 2019-09-30 | $887k | 3.0k | 298.65 |
| 2019-06-30 | $875k | 3.0k | 294.61 |
| 2019-03-31 | $842k | 3.0k | 284.65 |
| 2018-12-31 | $741k | 2.9k | 251.78 |
| 2018-09-30 | $853k | 2.9k | 292.72 |
| 2018-06-30 | $791k | 2.9k | 272.76 |
| 2018-03-31 | $770k | 2.9k | 265.52 |
| 2017-12-31 | $776k | 2.9k | 268.79 |
| 2017-09-30 | $723k | 2.9k | 252.80 |
| 2017-06-30 | $693k | 2.8k | 243.41 |
| 2017-03-31 | $675k | 2.8k | 237.09 |
| 2016-12-31 | $638k | 2.8k | 225.04 |
| 2016-09-30 | $610k | 2.8k | 217.47 |
| 2016-06-30 | $578k | 2.7k | 210.41 |
| 2016-03-31 | $565k | 2.7k | 206.73 |
| 2015-12-31 | $553k | 2.7k | 204.81 |
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