Berger Financial Group, Inc Ishares Core S&P 500 ETF Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Berger Financial Group, Inc holds 3,302 shares of IVV stock, worth $2.23 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

3,302

Previous 2,835 16.47%

Holding current value

$2.23 Million

Previous $1.76 Million 25.57%

% of portfolio

0.16%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$620.67 - $670.08 $289,852 - $312,927	467 Added 16.47%	3,302 $2.21 Million
Q2 2025 Jul 22, 2025	SELL	$498.8 - $620.9 $1,496 - $1,862	-3 Reduced 0.11%	2,835 $1.76 Million
Q1 2025 May 12, 2025	SELL	$554.06 - $615.85 $79,784 - $88,682	-144 Reduced 4.83%	2,838 $1.59 Million
Q4 2024 Feb 14, 2025	SELL	$570.51 - $610.59 $59,333 - $63,501	-104 Reduced 3.37%	2,982 $1.76 Million
Q3 2024 Nov 12, 2024	BUY	$520.18 - $576.82 $263,211 - $291,870	506 Added 19.61%	3,086 $1.78 Million

Q2 2024 Aug 14, 2024	BUY	$497.53 - $549.64 $43,782 - $48,368	88 Added 3.53%	2,580 $1.41 Million
Q1 2024 Apr 16, 2024	BUY	$469.56 - $525.73 $66,207 - $74,127	141 Added 6.0%	2,492 $1.31 Million
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $7,013 - $8,143	17 Added 0.73%	2,351 $1.12 Million
Q3 2023 Nov 03, 2023	BUY	$427.76 - $460.18 $6,416 - $6,902	15 Added 0.65%	2,334 $1 Million
Q2 2023 Aug 10, 2023	BUY	$406.17 - $445.71 $151,095 - $165,804	372 Added 19.11%	2,319 $1.03 Million
Q1 2023 Apr 24, 2023	SELL	$381.13 - $418.66 $106,716 - $117,224	-280 Reduced 12.57%	1,947 $800,000
Q4 2022 Jan 30, 2023	BUY	$357.98 - $409.32 $797,221 - $911,555	2,227 New	2,227 $855,000
Q2 2022 Aug 08, 2022	BUY	$366.99 - $458.8 $31,561 - $39,456	86 Added 4.2%	2,133 $809,000
Q1 2022 May 10, 2022	BUY	$418.06 - $479.84 $9,615 - $11,036	23 Added 1.14%	2,047 $929,000
Q4 2021 Jan 26, 2022	BUY	$430.29 - $479.53 $60,670 - $67,613	141 Added 7.49%	2,024 $965,000
Q2 2021 Jul 29, 2021	BUY	$402.08 - $429.92 $77,199 - $82,544	192 Added 11.35%	1,883 $810,000
Q1 2021 May 12, 2021	BUY	$370.22 - $398.75 $399,467 - $430,251	1,079 Added 176.31%	1,691 $673,000
Q4 2020 Feb 02, 2021	BUY	$327.62 - $375.39 $200,503 - $229,738	612 New	612 $230,000

Others Institutions Holding IVV

# of Institutions

4,149

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Ishares Core S&P 500 ETF Transaction History