ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Berger Financial Group, Inc's Holding History (CIK: 0001826136)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,296 Value ($000) $2,258 Avg Close — Range —
Q3 2025
Shares 3,302 Value ($000) $2,210 Avg Close — Range —
Q2 2025
Shares 2,835 Value ($000) $1,761 Avg Close — Range —
Q1 2025
Shares 2,838 Value ($000) $1,595 Avg Close — Range —
Q4 2024
Shares 2,982 Value ($000) $1,756 Avg Close — Range —
Q3 2024
Shares 3,086 Value ($000) $1,780 Avg Close — Range —
Q2 2024
Shares 2,580 Value ($000) $1,412 Avg Close — Range —
Q1 2024
Shares 2,492 Value ($000) $1,310 Avg Close — Range —
Q4 2023
Shares 2,351 Value ($000) $1,123 Avg Close — Range —
Q3 2023
Shares 2,334 Value ($000) $1,002 Avg Close — Range —
Q2 2023
Shares 2,319 Value ($000) $1,034 Avg Close — Range —
Q1 2023
Shares 1,947 Value ($000) $800 Avg Close — Range —
Q4 2022
Shares 2,227 Value ($000) $856 Avg Close — Range —
Q2 2022
Shares 2,133 Value ($000) $809 Avg Close — Range —
Q1 2022
Shares 2,047 Value ($000) $929 Avg Close — Range —
Q4 2021
Shares 2,024 Value ($000) $965 Avg Close — Range —
Q3 2021
Shares 1,883 Value ($000) $811 Avg Close — Range —
Q2 2021
Shares 1,883 Value ($000) $810 Avg Close — Range —
Q1 2021
Shares 1,691 Value ($000) $673 Avg Close — Range —
Q4 2020
Shares 612 Value ($000) $230 Avg Close — Range —