Patton Albertson & Miller »

iShares S&P 500 Index shares owned by Patton Albertson & Miller

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Patton Albertson & Miller from 13F filings

Historical chart of Patton Albertson & Miller investment in iShares S&P 500 Index

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All positions including iShares S&P 500 Index held by Patton Albertson & Miller 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 Patton Albertson & Miller

Quarter filed Position value Share count Share price at filing
2024-06-30 $10M 18k 547.24
2024-03-31 $9.6M 18k 525.74
2023-12-31 $11M 22k 477.64
2023-09-30 $6.0M 14k 429.44
2023-06-30 $5.8M 13k 445.70
2023-03-31 $8.5M 21k 411.08
2022-12-31 $14M 37k 384.21
2022-09-30 $1.1M 3.0k 358.58
2022-06-30 $1.3M 3.5k 379.21
2022-03-31 $2.9M 6.3k 453.77
2021-12-31 $5.4M 11k 476.99
2021-09-30 $956k 2.2k 431.02
2021-06-30 $947k 2.2k 429.87
2021-03-31 $903k 2.3k 397.62
2020-12-31 $930k 2.4k 393.90
2020-09-30 $813k 2.4k 336.09
2020-06-30 $788k 2.5k 309.75
2020-03-31 $694k 2.7k 258.28
2019-12-31 $773k 2.4k 323.16
2019-09-30 $713k 2.4k 298.33
2019-06-30 $739k 2.5k 293.37
2019-03-31 $576k 2.0k 284.58
2018-12-31 $608k 2.2k 272.04
2018-09-30 $444k 1.7k 267.15
2018-06-30 $459k 1.7k 272.89
2018-03-31 $862k 3.2k 265.31
2017-12-31 $2.8M 11k 268.86
2017-09-30 $1.0M 4.0k 256.35
2017-06-30 $776k 3.1k 249.04
2017-03-31 $765k 3.2k 241.10
2016-12-31 $564k 2.5k 224.79
2016-09-30 $604k 2.8k 217.34
2016-06-30 $1.2M 5.5k 210.50
2016-03-31 $2.4M 12k 206.68
2015-12-31 $2.0M 9.5k 204.91
2015-09-30 $2.0M 10k 192.58
2015-06-30 $2.4M 12k 207.22
2015-03-31 $2.2M 11k 207.84