iShares S&P 500 Index shares owned by Patten
Historical chart of Patten investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Patten 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 Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.4M | 11k | 669.30 |
| 2025-06-30 | $6.9M | 11k | 620.88 |
| 2025-03-31 | $6.4M | 11k | 561.92 |
| 2024-12-31 | $8.0M | 14k | 588.68 |
| 2024-09-30 | $7.7M | 13k | 576.81 |
| 2024-06-30 | $7.3M | 13k | 547.24 |
| 2024-03-31 | $7.1M | 14k | 525.73 |
| 2023-12-31 | $6.4M | 13k | 477.63 |
| 2023-09-30 | $5.2M | 12k | 429.43 |
| 2023-06-30 | $5.3M | 12k | 445.71 |
| 2023-03-31 | $5.3M | 13k | 411.08 |
| 2022-12-31 | $4.8M | 12k | 384.21 |
| 2022-09-30 | $4.6M | 13k | 364.34 |
| 2022-06-30 | $5.7M | 15k | 391.00 |
| 2022-03-31 | $6.3M | 14k | 453.66 |
| 2021-12-31 | $6.7M | 14k | 476.99 |
| 2021-09-30 | $4.0M | 9.3k | 430.86 |
| 2021-06-30 | $3.0M | 6.9k | 429.89 |
| 2021-03-31 | $2.3M | 5.8k | 397.75 |
| 2020-12-31 | $2.2M | 5.8k | 375.34 |
| 2020-09-30 | $1.9M | 5.8k | 336.05 |
| 2020-06-30 | $1.7M | 5.6k | 309.74 |
| 2020-03-31 | $1.4M | 5.4k | 258.47 |
| 2019-12-31 | $2.2M | 6.7k | 323.21 |
| 2019-09-30 | $2.0M | 6.7k | 298.50 |
| 2019-06-30 | $1.9M | 6.5k | 294.71 |
| 2019-03-31 | $1.6M | 5.6k | 284.60 |
| 2018-12-31 | $1.2M | 4.9k | 251.54 |
| 2018-09-30 | $1.0M | 3.5k | 292.73 |
| 2018-06-30 | $1.0M | 3.7k | 272.95 |
| 2018-03-31 | $794k | 3.0k | 265.37 |
| 2017-12-31 | $900k | 3.3k | 268.82 |
| 2017-09-30 | $847k | 17k | 50.96 |
| 2017-06-30 | $834k | 3.3k | 249.10 |
| 2017-03-31 | $740k | 3.1k | 236.80 |
| 2016-12-31 | $698k | 3.0k | 230.36 |
| 2016-09-30 | $644k | 3.0k | 214.51 |
| 2016-06-30 | $634k | 3.0k | 210.50 |
| 2016-03-31 | $646k | 3.1k | 206.65 |
| 2015-12-31 | $640k | 3.1k | 204.87 |
| 2015-09-30 | $589k | 3.1k | 192.71 |
| 2015-06-30 | $634k | 3.1k | 207.22 |
| 2015-03-31 | $597k | 2.9k | 207.51 |
| 2014-12-31 | $595k | 2.9k | 206.81 |