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 | $683.12 |
| 2025 Q3 | ADDED | 1,684 | +13 | +0.8% | 0.71% | $1.1M | $665.17 |
| 2025 Q2 | UNCHANGED | 1,671 | — | 0% | 0.73% | $1.0M | $615.21 |
| 2025 Q1 | REDUCED | 1,671 | -32 | -1.9% | 0.78% | $939K | $555.02 |
| 2024 Q4 | UNCHANGED | 1,703 | — | 0% | 0.73% | $1.0M | $579.67 |
| 2024 Q3 | ADDED | 1,703 | +1 | +0.1% | 0.72% | $982K | $566.00 |
| 2024 Q2 | ADDED | 1,702 | +1 | +0.1% | 0.73% | $931K | $534.89 |
| 2024 Q1 | ADDED | 1,701 | +817 | +92.4% | 0.75% | $894K | $512.33 |
| 2023 Q4 | INITIATED | 884 | — | — | 0.38% | $422K | — |
As of 2025 Q4 — sorted by position size