iShares S&P 1500 Index Fund shares owned by Patten
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Patten
from 13F filings
Historical chart of Patten investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.7M | 15k | 115.30 |
| 2023-12-31 | $1.5M | 15k | 105.23 |
| 2023-09-30 | $1.4M | 15k | 94.19 |
| 2023-06-30 | $1.4M | 15k | 97.84 |
| 2023-03-31 | $1.3M | 15k | 90.55 |
| 2022-12-31 | $1.3M | 15k | 84.80 |
| 2022-09-30 | $1.4M | 17k | 80.81 |
| 2022-06-30 | $1.4M | 17k | 86.42 |
| 2022-03-31 | $1.7M | 17k | 100.95 |
| 2021-12-31 | $1.6M | 15k | 107.00 |
| 2021-09-30 | $1.4M | 15k | 98.40 |
| 2021-06-30 | $1.4M | 14k | 98.72 |
| 2021-03-31 | $1.3M | 15k | 91.58 |
| 2020-12-31 | $1.2M | 15k | 86.21 |
| 2020-09-30 | $1.1M | 15k | 75.47 |
| 2020-06-30 | $1.1M | 15k | 69.41 |
| 2020-03-31 | $926k | 16k | 57.18 |
| 2019-12-31 | $1.3M | 18k | 72.70 |
| 2019-09-30 | $1.2M | 17k | 67.05 |
| 2019-06-30 | $701k | 11k | 66.62 |
| 2019-03-31 | $481k | 7.5k | 64.43 |
| 2018-12-31 | $256k | 4.5k | 56.78 |
| 2018-09-30 | $334k | 5.0k | 66.61 |
| 2018-06-30 | $272k | 4.4k | 62.47 |
| 2018-03-31 | $295k | 4.9k | 60.53 |
| 2017-12-31 | $324k | 5.3k | 61.14 |
| 2017-09-30 | $293k | 517 | 566.73 |
| 2017-06-30 | $295k | 5.2k | 56.52 |
| 2017-03-31 | $75k | 1.4k | 53.76 |
| 2016-12-31 | $73k | 1.4k | 52.33 |
| 2016-09-30 | $65k | 1.3k | 48.76 |
| 2016-06-30 | $63k | 665 | 95.25 |
| 2016-03-31 | $64k | 680 | 93.36 |
| 2015-12-31 | $63k | 680 | 92.86 |
| 2015-09-30 | $57k | 650 | 87.60 |
| 2015-06-30 | $61k | 650 | 94.45 |
| 2014-12-31 | $58k | 615 | 94.31 |