iShares S&P 500 Index shares owned by Patron Partners Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Patron Partners Advisors
from 13F filings
Historical chart of Patron Partners Advisors investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Patron Partners Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Patron Partners Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 3.1k | 669.36 |
| 2025-06-30 | $1.9M | 3.1k | 620.89 |
| 2025-03-31 | $1.3M | 2.3k | 561.81 |
| 2024-12-31 | $1.3M | 2.3k | 588.76 |
| 2024-09-30 | $1.4M | 2.5k | 576.80 |
| 2024-06-30 | $1.5M | 2.8k | 547.13 |
| 2024-03-31 | $1.5M | 2.8k | 525.73 |
| 2023-12-31 | $1.5M | 3.1k | 477.63 |
| 2023-09-30 | $1.4M | 3.3k | 429.43 |
| 2023-06-30 | $1.4M | 3.1k | 445.71 |
| 2023-03-31 | $1.2M | 2.8k | 411.08 |
| 2022-12-31 | $1.1M | 3.0k | 384.21 |
| 2022-09-30 | $1.1M | 3.0k | 358.81 |
| 2022-06-30 | $1.3M | 3.4k | 379.12 |
| 2022-03-31 | $1.4M | 3.1k | 453.50 |
| 2021-12-31 | $1.6M | 3.4k | 476.94 |
| 2021-09-30 | $1.5M | 3.4k | 430.54 |
| 2021-06-30 | $1.2M | 2.8k | 429.78 |
| 2021-03-31 | $244k | 614 | 397.39 |