iShares S&P 500 Index shares owned by Patten & Patten
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Patten & Patten
from 13F filings
Historical chart of Patten & Patten investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Patten & Patten
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 4.1k | 576.82 |
| 2024-06-30 | $2.1M | 3.9k | 547.29 |
| 2024-03-31 | $2.0M | 3.8k | 525.76 |
| 2023-12-31 | $1.8M | 3.8k | 477.62 |
| 2023-09-30 | $1.7M | 4.0k | 429.47 |
| 2023-06-30 | $1.8M | 4.0k | 445.75 |
| 2023-03-31 | $1.7M | 4.1k | 411.09 |
| 2022-12-31 | $1.5M | 4.0k | 384.23 |
| 2022-09-30 | $1.5M | 4.1k | 358.50 |
| 2022-06-30 | $1.5M | 4.1k | 379.16 |
| 2022-03-31 | $1.9M | 4.1k | 453.81 |
| 2021-12-31 | $2.0M | 4.1k | 477.04 |
| 2021-09-30 | $1.8M | 4.2k | 430.73 |
| 2021-06-30 | $1.8M | 4.2k | 430.02 |
| 2021-03-31 | $1.7M | 4.3k | 397.87 |
| 2020-12-31 | $1.6M | 4.2k | 375.44 |
| 2020-09-30 | $1.4M | 4.0k | 336.07 |
| 2020-06-30 | $1.7M | 5.4k | 309.74 |
| 2020-03-31 | $1.5M | 5.7k | 258.44 |
| 2019-12-31 | $1.8M | 5.6k | 323.31 |
| 2019-09-30 | $1.3M | 4.3k | 298.46 |
| 2019-06-30 | $1.3M | 4.3k | 294.71 |
| 2019-03-31 | $1.2M | 4.3k | 284.49 |
| 2018-12-31 | $1.1M | 4.3k | 251.55 |
| 2018-09-30 | $1.3M | 4.3k | 292.64 |
| 2018-06-30 | $1.1M | 3.9k | 272.98 |
| 2018-03-31 | $1.0M | 3.9k | 265.45 |
| 2017-12-31 | $1.2M | 4.5k | 268.84 |
| 2017-09-30 | $728k | 2.9k | 253.04 |
| 2017-06-30 | $700k | 2.9k | 243.48 |
| 2017-03-31 | $555k | 2.3k | 237.18 |
| 2016-12-31 | $526k | 2.3k | 224.98 |
| 2016-09-30 | $508k | 2.3k | 217.65 |
| 2016-06-30 | $495k | 2.4k | 210.64 |
| 2016-03-31 | $485k | 2.3k | 206.56 |
| 2015-12-31 | $477k | 2.3k | 204.98 |
| 2015-09-30 | $487k | 2.5k | 192.79 |
| 2015-06-30 | $591k | 2.9k | 207.30 |
| 2015-03-31 | $510k | 2.5k | 207.65 |
| 2014-12-31 | $528k | 2.6k | 206.98 |
| 2014-09-30 | $369k | 1.9k | 198.07 |
| 2014-06-30 | $357k | 1.8k | 197.13 |
| 2014-03-31 | $808k | 4.3k | 188.13 |
| 2013-12-31 | $807k | 4.3k | 185.73 |
| 2013-09-30 | $792k | 4.7k | 168.80 |
| 2013-06-30 | $828k | 5.1k | 160.93 |
| 2013-03-31 | $802k | 5.1k | 157.47 |
| 2012-12-31 | $780k | 5.4k | 143.17 |
| 2012-09-30 | $802k | 5.6k | 144.40 |
| 2012-06-30 | $738k | 5.4k | 136.82 |
| 2012-03-31 | $776k | 5.5k | 141.19 |
| 2011-12-31 | $710k | 5.6k | 126.00 |
| 2011-09-30 | $741k | 6.5k | 113.70 |
| 2011-06-30 | $786k | 5.9k | 132.43 |
| 2011-03-31 | $723k | 5.4k | 132.94 |