iShares S&P 500 Index shares owned by Homrich Berg
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Homrich Berg
from 13F filings
Historical chart of Homrich Berg investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Homrich Berg
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-09-30 | $16M | 36k | 430.81 |
| 2021-06-30 | $15M | 34k | 429.90 |
| 2021-03-31 | $14M | 35k | 397.81 |
| 2020-12-31 | $13M | 33k | 375.40 |
| 2020-09-30 | $11M | 34k | 336.07 |
| 2020-06-30 | $8.9M | 29k | 309.69 |
| 2020-03-31 | $9.1M | 35k | 258.40 |
| 2019-12-31 | $11M | 34k | 323.26 |
| 2019-09-30 | $8.7M | 29k | 298.52 |
| 2019-06-30 | $6.7M | 23k | 294.75 |
| 2019-03-31 | $6.2M | 22k | 284.55 |
| 2018-12-31 | $2.8M | 11k | 251.56 |
| 2018-09-30 | $5.1M | 17k | 292.74 |
| 2018-06-30 | $3.7M | 14k | 273.04 |
| 2018-03-31 | $3.4M | 13k | 265.39 |
| 2017-12-31 | $2.9M | 11k | 268.88 |
| 2017-09-30 | $1.2M | 4.9k | 252.95 |
| 2017-06-30 | $2.5M | 10k | 243.37 |
| 2017-03-31 | $1.4M | 6.0k | 237.28 |
| 2016-12-31 | $957k | 4.3k | 224.96 |
| 2016-09-30 | $663k | 3.0k | 217.66 |
| 2016-06-30 | $562k | 2.7k | 210.64 |
| 2016-03-31 | $723k | 3.5k | 206.69 |
| 2015-12-31 | $499k | 2.4k | 204.76 |
| 2015-09-30 | $283k | 1.5k | 192.91 |
| 2015-06-30 | $741k | 3.6k | 207.16 |
| 2015-03-31 | $511k | 2.5k | 207.72 |
| 2014-12-31 | $332k | 1.6k | 206.60 |
| 2014-09-30 | $297k | 1.5k | 198.00 |
| 2011-06-30 | $271k | 2.1k | 132.20 |
| 2011-03-31 | $641k | 4.8k | 133.04 |