Ownership history in GERBER, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which GERBER, LLC reported a position in ISHARES TR (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,685 | +1 | +0.1% | 0.64% | $1.2M | $684.94 |
| 2025 Q3 | ADDED | 1,684 | +13 | +0.8% | 0.71% | $1.1M | $666.94 |
| 2025 Q2 | UNCHANGED | 1,671 | — | 0% | 0.73% | $1.0M | $616.85 |
| 2025 Q1 | REDUCED | 1,671 | -32 | -1.9% | 0.78% | $939K | $556.50 |
As of 2025 Q4 — sorted by position size