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
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Patron Partners Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares S&P 500 Index by Patron Partners Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |