iShares S&P 500 Index shares owned by Berkshire Bank
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Berkshire Bank
from 13F filings
Historical chart of Berkshire Bank investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Berkshire Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 9.7k | 525.73 |
| 2023-12-31 | $4.5M | 9.3k | 477.63 |
| 2023-09-30 | $3.5M | 8.1k | 429.43 |
| 2023-06-30 | $4.4M | 9.9k | 445.71 |
| 2023-03-31 | $4.3M | 10k | 411.08 |
| 2022-12-31 | $4.4M | 12k | 384.21 |
| 2022-09-30 | $4.5M | 13k | 358.64 |
| 2022-06-30 | $5.0M | 13k | 379.14 |
| 2022-03-31 | $8.1M | 18k | 453.70 |
| 2021-12-31 | $5.4M | 11k | 477.04 |
| 2021-09-30 | $1.2M | 2.9k | 430.93 |
| 2021-06-30 | $837k | 1.9k | 429.88 |
| 2021-03-31 | $654k | 1.6k | 397.78 |
| 2020-12-31 | $562k | 1.5k | 375.42 |
| 2020-09-30 | $611k | 1.8k | 335.90 |